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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 | $48,529 | $100,901-51.9% | $75,670-35.9% | $147,585-67.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 10.13% | 35.78%-25.7pp | 27.34%-17.2pp | 578.57%-568.4pp |
| Employer contribution / active EE | $1,719 | $3,253-47.2% | $2,352-26.9% | $4,876-64.7% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,510 | $11,285+72.9% | $5,800+236.4% | $10,885+79.2% |