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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 | $12,206 | $100,938-87.9% | $90,461-86.5% | $158,982-92.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.25% | 1727.20%-1715.0pp | 1294.76%-1282.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $1,910 | $3,691-48.2% | $3,264-41.5% | $4,763-59.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $10,431 | $6,510+60.2% | $5,617+85.7% | $11,252-7.3% |