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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 | $17,660 | $72,071-75.5% | $68,368-74.2% | $137,256-87.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.59% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $18,300 | $4,410+315.0% | $4,123+343.9% | $6,407+185.6% |
| Admin fee / account holder | $44,437 | $5,336+732.8% | $5,150+762.9% | $12,270+262.2% |