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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 | $27,695 | $90,530-69.4% | $76,030-63.6% | $145,897-81.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.46% | 625.08%-616.6pp | 361.54%-353.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,088 | $5,164+37.2% | $4,257+66.5% | $6,689+6.0% |
| Admin fee / account holder | $1,785 | $8,383-78.7% | $6,421-72.2% | $13,390-86.7% |