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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 | $164,647 | $90,320+82.3% | $59,496+176.7% | $125,389+31.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.47% | 369.13%-368.7pp | 182.05%-181.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $1,799 | $1,792+0.4% | $1,153+56.0% | $4,866-63.0% |
| Participant deferral / active EE | $2,130 | $2,716-21.6% | $1,829+16.4% | $5,352-60.2% |
| Admin fee / account holder | $2,664 | $3,063-13.0% | $2,232+19.4% | $9,541-72.1% |