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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 | $11,330 | $48,277-76.5% | $67,511-83.2% | $80,874-86.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.76% | 18.27%-3.5pp | 3517.41%-3502.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,779 | $2,021-12.0% | $2,733-34.9% | $2,756-35.4% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,584 | $3,687-57.0% | $3,999-60.4% | $6,935-77.2% |