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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 | $94,752-45.8% | $112,887-54.5% | $139,427-63.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.29% | 40.88%-22.6pp | 34.10%-15.8pp | 373.27%-355.0pp |
| Employer contribution / active EE | $7,500 | $4,625+62.2% | $4,563+64.3% | $4,752+57.8% |
| Participant deferral / active EE | $0 | $6,512-100.0% | $6,513-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,704 | $8,527-33.1% | $7,047-19.1% | $11,404-50.0% |