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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 | $28,224 | $100,901-72.0% | $75,670-62.7% | $147,585-80.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.07% | 35.78%-24.7pp | 27.34%-16.3pp | 578.56%-567.5pp |
| Employer contribution / active EE | $6,000 | $3,253+84.4% | $2,352+155.1% | $4,876+23.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,424 | $11,285-78.5% | $5,800-58.2% | $10,885-77.7% |