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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 | $62,802 | $180,459-65.2% | $154,108-59.2% | $135,380-53.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.72% | 888.21%-879.5pp | 735.21%-726.5pp | 519.81%-511.1pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,920 | $5,806-15.3% | $5,081-3.2% | $5,609-12.3% |
| Admin fee / account holder | $1,264 | $16,145-92.2% | $13,411-90.6% | $10,828-88.3% |