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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 | $71,338 | $83,337-14.4% | $67,834+5.2% | $273,972-74.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.12% | 259.45%-254.3pp | 138.47%-133.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,333 | $3,287+1.4% | $2,403+38.7% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $492 | $6,752-92.7% | $4,622-89.4% | $10,133-95.1% |