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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 | $41,107 | $79,449-48.3% | $189,558-78.3% | $85,856-52.1% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 14.01% | 18.45%-4.4pp | 64.19%-50.2pp | 318.58%-304.6pp |
| Employer contribution / active EE | $1,000 | $2,081-51.9% | $4,412-77.3% | $2,565-61.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,020 | $5,377-62.4% | $9,809-79.4% | $6,261-67.7% |