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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 | $44,766 | $77,419-42.2% | $69,461-35.6% | $152,885-70.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.68% | 39.07%-33.4pp | 28.97%-23.3pp | 345.39%-339.7pp |
| Employer contribution / active EE | $3,074 | $3,315-7.3% | $2,779+10.6% | $4,763-35.5% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,054 | $6,207-66.9% | $3,840-46.5% | $11,598-82.3% |