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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 | $25,472 | $75,962-66.5% | $154,108-83.5% | $64,173-60.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.72% | 30.32%-28.6pp | 735.21%-733.5pp | 7.63%-5.9pp |
| Employer contribution / active EE | $999 | $3,350-70.2% | $5,298-81.2% | $2,381-58.1% |
| Participant deferral / active EE | $1,507 | $3,175-52.5% | $5,081-70.3% | $3,470-56.6% |
| Admin fee / account holder | $3,089 | $5,589-44.7% | $13,411-77.0% | $4,887-36.8% |