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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 | $59,078 | $90,607-34.8% | $79,467-25.7% | $135,380-56.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.96% | 977.74%-968.8pp | 718.30%-709.3pp | 519.81%-510.8pp |
| Employer contribution / active EE | $1,070 | $3,068-65.1% | $2,800-61.8% | $4,779-77.6% |
| Participant deferral / active EE | $2,583 | $4,050-36.2% | $3,704-30.3% | $5,609-54.0% |
| Admin fee / account holder | $1,630 | $5,895-72.3% | $5,104-68.1% | $10,828-84.9% |