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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 | $45,847 | $75,832-39.5% | $147,617-68.9% | $59,633-23.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 4.17% | 0.37%+3.8pp | 61.98%-57.8pp | 2041.45%-2037.3pp |
| Employer contribution / active EE | $2,956 | $3,485-15.2% | $5,564-46.9% | $2,203+34.2% |
| Participant deferral / active EE | $1,788 | $3,131-42.9% | $4,895-63.5% | $3,192-44.0% |
| Admin fee / account holder | $1,027 | $5,986-82.8% | $11,612-91.2% | $4,297-76.1% |