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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 | $46,493 | $129,959-64.2% | $104,301-55.4% | $134,509-65.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 3.04% | 42.04%-39.0pp | 24.61%-21.6pp | 418.13%-415.1pp |
| Employer contribution / active EE | $3,308 | $4,185-21.0% | $3,373-1.9% | $4,741-30.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,127 | $9,325-77.2% | $7,340-71.0% | $11,427-81.4% |