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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 | $40,679 | $135,645-70.0% | $110,243-63.1% | $135,379-70.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2.03% | 513.24%-511.2pp | 314.76%-312.7pp | 519.79%-517.8pp |
| Employer contribution / active EE | $1,667 | $4,907-66.0% | $3,827-56.4% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,310 | $11,458-88.6% | $8,548-84.7% | $10,828-87.9% |