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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 | $28,709 | $118,875-75.8% | $96,572-70.3% | $167,553-82.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.30% | 50.50%-33.2pp | 37.79%-20.5pp | 478.89%-461.6pp |
| Employer contribution / active EE | $7,143 | $3,121+128.9% | $2,357+203.0% | $4,840+47.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $596 | $8,070-92.6% | $6,183-90.4% | $12,316-95.2% |