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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 | $95,319 | $138,102-31.0% | $125,381-24.0% | $134,532-29.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.17% | 750.73%-749.6pp | 572.31%-571.1pp | 418.27%-417.1pp |
| Employer contribution / active EE | $1,583 | $5,245-69.8% | $4,815-67.1% | $4,741-66.6% |
| Participant deferral / active EE | $6,800 | $7,801-12.8% | $7,448-8.7% | $6,401+6.2% |
| Admin fee / account holder | $4,191 | $11,568-63.8% | $10,007-58.1% | $11,429-63.3% |