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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 | $56,103 | $133,998-58.1% | $112,263-50.0% | $134,545-58.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.90% | 47.17%-48.1pp | 27.49%-28.4pp | 418.37%-419.3pp |
| Employer contribution / active EE | $3,433 | $4,040-15.0% | $3,636-5.6% | $4,742-27.6% |
| Participant deferral / active EE | $8,145 | $5,292+53.9% | $4,729+72.2% | $6,401+27.2% |
| Admin fee / account holder | $2,772 | $7,493-63.0% | $6,410-56.8% | $11,431-75.8% |