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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 | $20,595 | $145,897-85.9% | $45,627-54.9% | $145,897-85.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 100.0%0pp | 80.3%+19.7pp |
| Annual return | 10.78% | 552.29%-541.5pp | 16.21%-5.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $1,200 | $4,663-74.3% | $1,2000% | $4,663-74.3% |
| Participant deferral / active EE | $3,176 | $6,689-52.5% | $3,1760% | $6,689-52.5% |
| Admin fee / account holder | $363 | $13,390-97.3% | $210+72.5% | $13,390-97.3% |