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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 | $76,264 | $135,645-43.8% | $110,243-30.8% | $135,380-43.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.87% | 513.24%-509.4pp | 314.76%-310.9pp | 519.81%-515.9pp |
| Employer contribution / active EE | $13,968 | $4,907+184.7% | $3,827+265.0% | $4,779+192.3% |
| Participant deferral / active EE | $8,000 | $5,507+45.3% | $4,672+71.2% | $5,609+42.6% |
| Admin fee / account holder | $1,477 | $11,458-87.1% | $8,548-82.7% | $10,828-86.4% |