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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 | $22,690 | $129,960-82.5% | $104,299-78.2% | $134,545-83.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 3.48% | 42.06%-38.6pp | 24.62%-21.1pp | 418.37%-414.9pp |
| Employer contribution / active EE | $1,607 | $4,186-61.6% | $3,373-52.4% | $4,742-66.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $921 | $9,324-90.1% | $7,339-87.5% | $11,431-91.9% |