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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 | $57,868 | $75,832-23.7% | $147,617-60.8% | $59,633-3.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 3.45% | 0.37%+3.1pp | 61.98%-58.5pp | 2041.45%-2038.0pp |
| Employer contribution / active EE | $2,015 | $3,485-42.2% | $5,564-63.8% | $2,203-8.5% |
| Participant deferral / active EE | $3,319 | $3,131+6.0% | $4,895-32.2% | $3,192+4.0% |
| Admin fee / account holder | $1,490 | $5,986-75.1% | $11,612-87.2% | $4,297-65.3% |