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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 | $19,389 | $73,518-73.6% | $63,003-69.2% | $147,585-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.43% | 175.46%-165.0pp | 87.59%-77.2pp | 578.57%-568.1pp |
| Employer contribution / active EE | $1,406 | $3,322-57.7% | $2,760-49.1% | $4,876-71.2% |
| Participant deferral / active EE | $1,674 | $4,183-60.0% | $3,329-49.7% | $5,439-69.2% |
| Admin fee / account holder | $697 | $5,952-88.3% | $3,600-80.6% | $10,885-93.6% |