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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 | $67,864 | $127,790-46.9% | $106,554-36.3% | $167,553-59.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.52% | 33.88%-25.4pp | 26.80%-18.3pp | 478.89%-470.4pp |
| Employer contribution / active EE | $1,250 | $3,427-63.5% | $2,819-55.7% | $4,840-74.2% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,211 | $11,231-0.2% | $7,408+51.3% | $12,316-9.0% |