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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 | $21,275 | $176,402-87.9% | $134,162-84.1% | $158,982-86.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.17% | 63.66%-53.5pp | 36.35%-26.2pp | 302.99%-292.8pp |
| Employer contribution / active EE | $102 | $5,042-98.0% | $3,705-97.3% | $4,763-97.9% |
| Participant deferral / active EE | $1,084 | $4,093-73.5% | $3,500-69.0% | $5,983-81.9% |
| Admin fee / account holder | $11,801 | $8,719+35.4% | $6,685+76.5% | $11,252+4.9% |