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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 | $46,000 | $180,466-74.5% | $154,114-70.2% | $135,382-66.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.07% | 888.15%-882.1pp | 735.16%-729.1pp | 519.77%-513.7pp |
| Employer contribution / active EE | $3,627 | $6,035-39.9% | $5,298-31.5% | $4,779-24.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,177 | $16,144-92.7% | $13,411-91.2% | $10,829-89.1% |