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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 | $29,140 | $83,337-65.0% | $67,834-57.0% | $273,972-89.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.10% | 259.45%-256.3pp | 138.47%-135.4pp | 41.46%-38.4pp |
| Employer contribution / active EE | $3,125 | $3,287-4.9% | $2,403+30.0% | $4,869-35.8% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,911 | $6,752-42.1% | $4,622-15.4% | $10,133-61.4% |