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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 | $19,392 | $123,155-84.3% | $108,753-82.2% | $155,188-87.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.13% | 44.73%-35.6pp | 37.47%-28.3pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,333 | $2,811-52.6% | $2,427-45.1% | $4,248-68.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,318 | $12,126-72.6% | $10,320-67.8% | $14,480-77.1% |