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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 | $87,400 | $138,078-36.7% | $125,363-30.3% | $134,509-35.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 1.46% | 750.49%-749.0pp | 572.15%-570.7pp | 418.13%-416.7pp |
| Employer contribution / active EE | $5,416 | $5,245+3.3% | $4,815+12.5% | $4,741+14.3% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,810 | $11,566-84.4% | $10,005-81.9% | $11,427-84.2% |