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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 | $17,624 | $68,097-74.1% | $62,929-72.0% | $137,256-87.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 15.83% | 1859.11%-1843.3pp | 1063.93%-1048.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,477 | $2,811-47.5% | $2,505-41.0% | $4,156-64.5% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $620 | $6,521-90.5% | $5,065-87.7% | $12,270-94.9% |