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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 | $30,987 | $94,749-67.3% | $112,899-72.6% | $139,466-77.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.07% | 40.92%-25.9pp | 34.11%-19.0pp | 373.66%-358.6pp |
| Employer contribution / active EE | $20,207 | $4,630+336.4% | $4,566+342.5% | $4,754+325.1% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $6,516-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,109 | $8,530-40.1% | $7,047-27.5% | $11,409-55.2% |