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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 | $13,636 | $81,696-83.3% | $70,494-80.7% | $158,982-91.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.08% | 208.70%-190.6pp | 109.16%-91.1pp | 302.99%-284.9pp |
| Employer contribution / active EE | $1,534 | $3,220-52.4% | $2,738-44.0% | $4,763-67.8% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $574 | $6,200-90.7% | $3,848-85.1% | $11,252-94.9% |