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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 | $23,990 | $52,380-54.2% | $98,755-75.7% | $85,856-72.1% |
| Participation rate | 100.0% | 58.0%+42.0pp | 65.7%+34.3pp | 69.3%+30.7pp |
| Annual return | 13.24% | 25.82%-12.6pp | 49.91%-36.7pp | 318.58%-305.3pp |
| Employer contribution / active EE | $3,539 | $1,337+164.6% | $2,067+71.2% | $2,565+37.9% |
| Participant deferral / active EE | $0 | $2,101-100.0% | $3,035-100.0% | $3,952-100.0% |
| Admin fee / account holder | $549 | $3,865-85.8% | $4,076-86.5% | $6,261-91.2% |