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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 | $68,144 | $99,079-31.2% | $78,002-12.6% | $273,972-75.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.24% | 217.93%-212.7pp | 425.99%-420.8pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,832 | $3,308-14.4% | $2,470+14.6% | $4,869-41.8% |
| Participant deferral / active EE | $5,035 | $4,306+16.9% | $3,497+44.0% | $5,287-4.8% |
| Admin fee / account holder | $318 | $8,954-96.4% | $5,481-94.2% | $10,133-96.9% |