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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 | $13,841 | $69,248-80.0% | $64,101-78.4% | $139,466-90.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.10% | 45.95%-25.9pp | 33.72%-13.6pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,596 | $3,185-49.9% | $2,749-41.9% | $4,754-66.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $307 | $4,247-92.8% | $3,070-90.0% | $11,409-97.3% |