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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 | $5,362 | $149,040-96.4% | $120,225-95.5% | $137,256-96.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.45% | 605.68%-590.2pp | 439.23%-423.8pp | 220.34%-204.9pp |
| Employer contribution / active EE | $973 | $4,350-77.6% | $3,475-72.0% | $4,156-76.6% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,775 | $6,348-72.0% | $5,696-68.8% | $12,270-85.5% |