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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 | $55,104 | $168,636-67.3% | $147,618-62.7% | $125,388-56.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.20% | 77.65%-77.5pp | 61.98%-61.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $4,959 | $6,252-20.7% | $5,565-10.9% | $4,866+1.9% |
| Participant deferral / active EE | $3,304 | $5,507-40.0% | $4,895-32.5% | $5,352-38.3% |
| Admin fee / account holder | $3,713 | $13,580-72.7% | $11,612-68.0% | $9,541-61.1% |