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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 | $69,623 | $180,459-61.4% | $154,108-54.8% | $135,380-48.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.65% | 888.21%-887.6pp | 735.21%-734.6pp | 519.81%-519.2pp |
| Employer contribution / active EE | $2,910 | $6,035-51.8% | $5,298-45.1% | $4,779-39.1% |
| Participant deferral / active EE | $7,315 | $5,806+26.0% | $5,081+44.0% | $5,609+30.4% |
| Admin fee / account holder | $1,409 | $16,145-91.3% | $13,411-89.5% | $10,828-87.0% |