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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 | $42,663 | $75,832-43.7% | $147,617-71.1% | $59,633-28.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 5.35% | 0.37%+5.0pp | 61.98%-56.6pp | 2041.45%-2036.1pp |
| Employer contribution / active EE | $5,482 | $3,485+57.3% | $5,564-1.5% | $2,203+148.9% |
| Participant deferral / active EE | $4,075 | $3,131+30.2% | $4,895-16.8% | $3,192+27.7% |
| Admin fee / account holder | $9,500 | $5,986+58.7% | $11,612-18.2% | $4,297+121.1% |