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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 | $60,999 | $82,630-26.2% | $64,105-4.8% | $125,388-51.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.47% | 1489.72%-1489.2pp | 791.24%-790.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $825 | $2,671-69.1% | $1,820-54.7% | $4,866-83.0% |
| Participant deferral / active EE | $1,474 | $3,608-59.1% | $2,822-47.7% | $5,352-72.4% |
| Admin fee / account holder | $8,358 | $6,382+31.0% | $4,499+85.8% | $9,541-12.4% |