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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 | $46,163 | $45,872+0.6% | $77,100-40.1% | $68,490-32.6% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 56.21% | 1.73%+54.5pp | 42.35%+13.9pp | -7.85%+64.1pp |
| Employer contribution / active EE | $844 | $1,650-48.9% | $2,815-70.0% | $2,597-67.5% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,938 | $3,041-36.3% | $5,443-64.4% | $5,403-64.1% |