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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 | $217,910 | $82,630+163.7% | $64,105+239.9% | $125,389+73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.74% | 1489.72%-1489.0pp | 791.24%-790.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $7,000 | $2,671+162.1% | $1,820+284.6% | $4,866+43.9% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,571 | $6,382-75.4% | $4,499-65.1% | $9,541-83.5% |