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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 | $76,869 | $138,075-44.3% | $123,552-37.8% | $135,379-43.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.27% | 153.70%-153.4pp | 119.20%-118.9pp | 519.79%-519.5pp |
| Employer contribution / active EE | $6,195 | $5,152+20.3% | $4,628+33.9% | $4,779+29.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,709 | $10,917-47.7% | $9,285-38.5% | $10,828-47.3% |