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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 | $56,857 | $99,079-42.6% | $78,002-27.1% | $273,972-79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.44% | 217.93%-213.5pp | 425.99%-421.5pp | 41.46%-37.0pp |
| Employer contribution / active EE | $3,098 | $3,308-6.4% | $2,470+25.4% | $4,869-36.4% |
| Participant deferral / active EE | $1,758 | $4,306-59.2% | $3,497-49.7% | $5,287-66.8% |
| Admin fee / account holder | $1,305 | $8,954-85.4% | $5,481-76.2% | $10,133-87.1% |