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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 | $40,598 | $83,337-51.3% | $67,834-40.2% | $273,972-85.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.04% | 259.45%-253.4pp | 138.47%-132.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $5,333 | $3,287+62.2% | $2,403+121.9% | $4,869+9.5% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,624 | $6,752-61.1% | $4,622-43.2% | $10,133-74.1% |