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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 | $58,731 | $93,346-37.1% | $71,796-18.2% | $273,972-78.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.23% | 130.39%-127.2pp | 78.04%-74.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $3,019 | $2,733+10.4% | $1,924+56.9% | $4,869-38.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $831 | $6,571-87.3% | $4,815-82.7% | $10,133-91.8% |