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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 | $32,665 | $101,063-67.7% | $81,473-59.9% | $147,586-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.06% | 32.41%-21.3pp | 38.78%-27.7pp | 578.59%-567.5pp |
| Employer contribution / active EE | $1,333 | $3,206-58.4% | $2,568-48.1% | $4,876-72.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $383 | $5,812-93.4% | $4,561-91.6% | $10,886-96.5% |