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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 | $21,369 | $51,184-58.3% | $66,439-67.8% | $86,983-75.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.85% | 17.07%-6.2pp | 757.66%-746.8pp | 25.83%-15.0pp |
| Employer contribution / active EE | $2,998 | $2,023+48.2% | $2,637+13.7% | $2,584+16.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $529 | $4,154-87.3% | $6,173-91.4% | $7,856-93.3% |