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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 | $55,039 | $93,117-40.9% | $77,096-28.6% | $134,532-59.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 3.11% | 62.67%-59.6pp | 42.35%-39.2pp | 418.27%-415.2pp |
| Employer contribution / active EE | $2,420 | $3,420-29.3% | $2,814-14.0% | $4,741-49.0% |
| Participant deferral / active EE | $3,115 | $5,241-40.6% | $4,429-29.7% | $6,401-51.3% |
| Admin fee / account holder | $3,788 | $6,948-45.5% | $5,428-30.2% | $11,429-66.9% |