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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 | $21,724 | $99,652-78.2% | $78,778-72.4% | $147,585-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.23% | 47.28%-38.1pp | 35.62%-26.4pp | 578.58%-569.4pp |
| Employer contribution / active EE | $4,303 | $2,796+53.9% | $1,986+116.7% | $4,876-11.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $768 | $7,155-89.3% | $5,134-85.0% | $10,886-92.9% |