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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 | $65,633 | $92,684-29.2% | $82,706-20.6% | $134,509-51.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -1.19% | 945.84%-947.0pp | 701.76%-703.0pp | 418.13%-419.3pp |
| Employer contribution / active EE | $3,500 | $3,272+7.0% | $3,007+16.4% | $4,741-26.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $810 | $5,982-86.5% | $5,329-84.8% | $11,427-92.9% |