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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 | $43,718 | $160,059-72.7% | $140,019-68.8% | $135,380-67.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.48% | 911.48%-910.0pp | 651.17%-649.7pp | 519.81%-518.3pp |
| Employer contribution / active EE | $4,510 | $6,420-29.8% | $5,605-19.5% | $4,779-5.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,523 | $13,328-88.6% | $10,705-85.8% | $10,828-85.9% |