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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 | $40,570 | $176,402-77.0% | $134,155-69.8% | $158,950-74.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.28% | 63.66%-51.4pp | 36.34%-24.1pp | 302.91%-290.6pp |
| Employer contribution / active EE | $1,602 | $5,042-68.2% | $3,705-56.7% | $4,762-66.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,528 | $8,719-48.1% | $6,685-32.3% | $11,248-59.7% |