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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 | $17,672 | $208,088-91.5% | $186,193-90.5% | $154,746-88.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 19.31% | 89.97%-70.7pp | 78.03%-58.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,388 | $4,340-45.0% | $3,918-39.0% | $4,379-45.5% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $611 | $11,698-94.8% | $11,058-94.5% | $14,365-95.7% |