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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 | $58,014 | $168,635-65.6% | $147,617-60.7% | $125,389-53.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.03% | 77.65%-76.6pp | 61.98%-61.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,700 | $6,252-56.8% | $5,564-51.5% | $4,866-44.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $55,532 | $13,580+308.9% | $11,612+378.2% | $9,541+482.0% |