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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 | $18,188 | $115,796-84.3% | $101,264-82.0% | $158,950-88.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.42% | 56.15%-46.7pp | 46.48%-37.1pp | 302.91%-293.5pp |
| Employer contribution / active EE | $2,209 | $4,175-47.1% | $3,660-39.7% | $4,762-53.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,213 | $7,247-55.7% | $5,947-46.0% | $11,248-71.4% |