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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 | $19,772 | $82,678-76.1% | $125,391-84.2% | $68,490-71.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 7.02% | -5.97%+13.0pp | 572.41%-565.4pp | -7.85%+14.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,726 | $6,111+42.8% | $7,448+17.2% | $4,028+116.6% |
| Admin fee / account holder | $5,104 | $6,277-18.7% | $10,009-49.0% | $5,403-5.5% |