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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 | $12,522 | $77,449-83.8% | $69,483-82.0% | $152,909-91.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 22.14% | 39.09%-17.0pp | 28.99%-6.8pp | 345.46%-323.3pp |
| Employer contribution / active EE | $2,413 | $3,316-27.2% | $2,780-13.2% | $4,764-49.3% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $834 | $6,210-86.6% | $3,841-78.3% | $11,601-92.8% |