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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 | $60,090 | $99,079-39.4% | $78,002-23.0% | $273,972-78.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.96% | 217.93%-213.0pp | 425.99%-421.0pp | 41.46%-36.5pp |
| Employer contribution / active EE | $3,832 | $3,308+15.9% | $2,470+55.1% | $4,869-21.3% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $607 | $8,954-93.2% | $5,481-88.9% | $10,133-94.0% |