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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 | $11,281 | $47,479-76.2% | $62,929-82.1% | $82,448-86.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 15.29% | 20.34%-5.1pp | 1063.93%-1048.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,497 | $1,885-20.6% | $2,505-40.2% | $2,551-41.3% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $791 | $3,804-79.2% | $5,065-84.4% | $7,234-89.1% |