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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 | $63,229 | $75,832-16.6% | $147,617-57.2% | $59,633+6.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.76% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $3,167 | $3,485-9.1% | $5,564-43.1% | $2,203+43.8% |
| Participant deferral / active EE | $6,294 | $3,131+101.1% | $4,895+28.6% | $3,192+97.2% |
| Admin fee / account holder | $3,396 | $5,986-43.3% | $11,612-70.8% | $4,297-21.0% |