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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,310 | $82,674-76.6% | $125,381-84.6% | $68,486-71.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 22.61% | -5.97%+28.6pp | 572.31%-549.7pp | -7.85%+30.5pp |
| Employer contribution / active EE | $1,530 | $3,382-54.8% | $4,815-68.2% | $2,597-41.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $402 | $6,277-93.6% | $10,007-96.0% | $5,404-92.6% |