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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 | $51,396 | $94,766-45.8% | $112,923-54.5% | $139,487-63.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.29% | 40.96%-22.7pp | 34.13%-15.8pp | 373.84%-355.6pp |
| Employer contribution / active EE | $7,500 | $4,636+61.8% | $4,570+64.1% | $4,755+57.7% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $5,704 | $8,529-33.1% | $7,046-19.0% | $11,407-50.0% |