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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 | $14,557 | $95,383-84.7% | $185,837-92.2% | $85,856-83.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.38% | 23.59%-4.2pp | 122.08%-102.7pp | 318.58%-299.2pp |
| Employer contribution / active EE | $1,930 | $3,313-41.8% | $5,168-62.7% | $2,565-24.8% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,893 | $7,213-59.9% | $16,241-82.2% | $6,261-53.8% |