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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 | $53,302 | $99,079-46.2% | $78,002-31.7% | $273,972-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.12% | 217.93%-211.8pp | 425.99%-419.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,083 | $3,308-37.0% | $2,470-15.7% | $4,869-57.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,057 | $8,954-88.2% | $5,481-80.7% | $10,133-89.6% |