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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 | $73,288 | $99,079-26.0% | $78,002-6.0% | $273,972-73.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 2.32% | 217.93%-215.6pp | 425.99%-423.7pp | 41.46%-39.1pp |
| Employer contribution / active EE | $1,000 | $3,308-69.8% | $2,470-59.5% | $4,869-79.5% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,806 | $8,954-35.2% | $5,481+5.9% | $10,133-42.7% |