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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 | $19,288 | $45,152-57.3% | $73,836-73.9% | $59,633-67.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 4.53% | 27.40%-22.9pp | 2268.06%-2263.5pp | 2041.45%-2036.9pp |
| Employer contribution / active EE | $667 | $1,901-64.9% | $2,787-76.1% | $2,203-69.7% |
| Participant deferral / active EE | $1,915 | $2,573-25.6% | $3,583-46.6% | $3,192-40.0% |
| Admin fee / account holder | $10,851 | $3,515+208.7% | $4,882+122.3% | $4,297+152.5% |