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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 | $61,694 | $57,352+7.6% | $83,831-26.4% | $64,173-3.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 36.17% | 11.38%+24.8pp | 850.99%-814.8pp | 7.63%+28.5pp |
| Employer contribution / active EE | $1,667 | $2,546-34.5% | $3,631-54.1% | $2,381-30.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,206 | $4,046-45.5% | $5,479-59.7% | $4,887-54.9% |