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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 | $30,807 | $180,459-82.9% | $154,108-80.0% | $135,380-77.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.15% | 888.21%-888.1pp | 735.21%-735.1pp | 519.81%-519.7pp |
| Employer contribution / active EE | $5,462 | $6,035-9.5% | $5,298+3.1% | $4,779+14.3% |
| Participant deferral / active EE | $10,450 | $5,806+80.0% | $5,081+105.7% | $5,609+86.3% |
| Admin fee / account holder | $609 | $16,145-96.2% | $13,411-95.5% | $10,828-94.4% |