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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 | $61,980 | $180,459-65.7% | $154,108-59.8% | $135,380-54.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.56% | 888.21%-887.7pp | 735.21%-734.6pp | 519.81%-519.3pp |
| Employer contribution / active EE | $2,617 | $6,035-56.6% | $5,298-50.6% | $4,779-45.2% |
| Participant deferral / active EE | $3,544 | $5,806-39.0% | $5,081-30.2% | $5,609-36.8% |
| Admin fee / account holder | $159,374 | $16,145+887.1% | $13,411+1088.3% | $10,828+1371.9% |