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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 | $82,674-76.1% | $125,363-84.2% | $68,495-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 7.02% | -5.97%+13.0pp | 572.15%-565.1pp | -7.84%+14.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,726 | $6,111+42.8% | $7,447+17.2% | $4,028+116.7% |
| Admin fee / account holder | $5,104 | $6,276-18.7% | $10,005-49.0% | $5,403-5.5% |