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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 | $76,013 | $99,079-23.3% | $78,002-2.5% | $273,972-72.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.39% | 217.93%-212.5pp | 425.99%-420.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,558 | $4,306-17.4% | $3,497+1.7% | $5,287-32.7% |
| Admin fee / account holder | $950 | $8,954-89.4% | $5,481-82.7% | $10,133-90.6% |