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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 | $63,713 | $75,962-16.1% | $154,108-58.7% | $64,173-0.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.49% | 30.32%-28.8pp | 735.21%-733.7pp | 7.63%-6.1pp |
| Employer contribution / active EE | $4,974 | $3,350+48.5% | $5,298-6.1% | $2,381+108.9% |
| Participant deferral / active EE | $4,499 | $3,175+41.7% | $5,081-11.5% | $3,470+29.7% |
| Admin fee / account holder | $926 | $5,589-83.4% | $13,411-93.1% | $4,887-81.1% |