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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 | $41,813 | $135,645-69.2% | $110,243-62.1% | $135,379-69.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.64% | 513.24%-506.6pp | 314.76%-308.1pp | 519.79%-513.1pp |
| Employer contribution / active EE | $952 | $4,907-80.6% | $3,827-75.1% | $4,779-80.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,705 | $11,458-85.1% | $8,548-80.1% | $10,828-84.3% |