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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 | $14,538 | $103,008-85.9% | $90,304-83.9% | $152,897-90.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.37% | 95.22%-83.9pp | 78.13%-66.8pp | 345.43%-334.1pp |
| Employer contribution / active EE | $1,238 | $3,139-60.6% | $2,855-56.7% | $4,764-74.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,045 | $6,175+62.7% | $5,354+87.6% | $11,599-13.4% |