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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 | $238,984 | $157,829+51.4% | $136,867+74.6% | $198,609+20.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 3.10% | 51.25%-48.1pp | 42.97%-39.9pp | 202.70%-199.6pp |
| Employer contribution / active EE | $3,333 | $3,923-15.0% | $3,547-6.0% | $5,055-34.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,052 | $11,107-72.5% | $10,340-70.5% | $19,030-84.0% |