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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 | $91,177 | $157,829-42.2% | $136,867-33.4% | $198,609-54.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 3.58% | 51.25%-47.7pp | 42.97%-39.4pp | 202.70%-199.1pp |
| Employer contribution / active EE | $5,709 | $3,923+45.5% | $3,547+61.0% | $5,055+12.9% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,052 | $11,107-90.5% | $10,340-89.8% | $19,030-94.5% |