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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 | $74,030 | $125,778-41.1% | $114,563-35.4% | $154,746-52.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 8.05% | 295.14%-287.1pp | 241.09%-233.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $294 | $2,806-89.5% | $2,592-88.7% | $4,379-93.3% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $514 | $8,190-93.7% | $7,623-93.3% | $14,365-96.4% |