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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 | $77,370 | $92,766-16.6% | $82,763-6.5% | $134,545-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.30% | 946.97%-946.7pp | 702.45%-702.1pp | 418.37%-418.1pp |
| Employer contribution / active EE | $15,083 | $3,273+360.8% | $3,008+401.4% | $4,742+218.1% |
| Participant deferral / active EE | $22,667 | $4,802+372.0% | $4,395+415.7% | $6,401+254.1% |
| Admin fee / account holder | $361 | $5,978-94.0% | $5,325-93.2% | $11,431-96.8% |