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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 | $71,995 | $93,346-22.9% | $71,796+0.3% | $273,972-73.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.99% | 130.39%-124.4pp | 78.04%-72.0pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,148 | $2,733+88.3% | $1,924+167.5% | $4,869+5.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,622 | $6,571-60.1% | $4,815-45.5% | $10,133-74.1% |