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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 | $16,516 | $90,486-81.7% | $78,676-79.0% | $273,972-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.16% | 75.62%-72.5pp | 62.19%-59.0pp | 41.46%-38.3pp |
| Employer contribution / active EE | $8,843 | $3,175+178.5% | $2,850+210.3% | $4,869+81.6% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,450 | $5,263+326.5% | $4,510+397.8% | $10,133+121.6% |