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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 | $22,773 | $152,591-85.1% | $117,529-80.6% | $134,545-83.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.23% | 53.04%-52.8pp | 29.77%-29.5pp | 418.37%-418.1pp |
| Employer contribution / active EE | $4,000 | $5,576-28.3% | $4,179-4.3% | $4,742-15.6% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,307 | $7,004-81.3% | $5,645-76.8% | $11,431-88.6% |