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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 | $11,900 | $52,279-77.2% | $89,435-86.7% | $79,856-85.1% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 22.08% | 22.16%-0.1pp | 245.55%-223.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $3,030 | $1,572+92.8% | $2,587+17.1% | $2,471+22.6% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $806 | $3,356-76.0% | $4,884-83.5% | $5,306-84.8% |