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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 | $52,348 | $135,645-61.4% | $110,243-52.5% | $135,380-61.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.88% | 513.24%-507.4pp | 314.76%-308.9pp | 519.81%-513.9pp |
| Employer contribution / active EE | $2,839 | $4,907-42.1% | $3,827-25.8% | $4,779-40.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $463 | $11,458-96.0% | $8,548-94.6% | $10,828-95.7% |