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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 | $70,534 | $176,402-60.0% | $134,162-47.4% | $158,982-55.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.10% | 63.66%-58.6pp | 36.35%-31.2pp | 302.99%-297.9pp |
| Employer contribution / active EE | $5,488 | $5,042+8.8% | $3,705+48.1% | $4,763+15.2% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,937 | $8,719+2.5% | $6,685+33.7% | $11,252-20.6% |