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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 | $90,614-69.4% | $76,089-63.6% | $145,877-81.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.46% | 623.80%-615.3pp | 360.94%-352.5pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,088 | $5,168+37.1% | $4,259+66.4% | $6,691+5.9% |
| Admin fee / account holder | $1,785 | $8,376-78.7% | $6,418-72.2% | $13,402-86.7% |