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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 | $19,524 | $50,082-61.0% | $93,406-79.1% | $79,858-75.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 16.14% | 24.59%-8.4pp | 78.05%-61.9pp | 31.72%-15.6pp |
| Employer contribution / active EE | $3,136 | $1,303+140.7% | $2,075+51.1% | $2,471+26.9% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $893 | $3,454-74.2% | $5,230-82.9% | $5,306-83.2% |