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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 | $22,564 | $149,040-84.9% | $120,225-81.2% | $137,256-83.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.85% | 605.68%-593.8pp | 439.23%-427.4pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,207 | $4,655-31.1% | $3,999-19.8% | $6,407-49.9% |
| Admin fee / account holder | $450 | $6,348-92.9% | $5,696-92.1% | $12,270-96.3% |