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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 | $13,808 | $123,155-88.8% | $108,753-87.3% | $155,188-91.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.35% | 44.73%-38.4pp | 37.47%-31.1pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,500 | $2,811-46.6% | $2,427-38.2% | $4,248-64.7% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $11,798 | $12,126-2.7% | $10,320+14.3% | $14,480-18.5% |