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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 | $35,000 | $91,911-61.9% | $68,612-49.0% | $135,380-74.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 12.00% | -8.22%+20.2pp | -4.63%+16.6pp | 519.81%-507.8pp |
| Employer contribution / active EE | $9,545 | $3,924+143.3% | $2,625+263.6% | $4,779+99.7% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,091 | $9,240-55.7% | $5,131-20.3% | $10,828-62.2% |