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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 | $75,893 | $90,397-16.0% | $76,002-0.1% | $145,959-48.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.47% | 621.97%-613.5pp | 360.07%-351.6pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,875 | $3,317-43.5% | $2,688-30.3% | $4,661-59.8% |
| Participant deferral / active EE | $1,875 | $5,163-63.7% | $4,257-56.0% | $6,689-72.0% |
| Admin fee / account holder | $1,277 | $8,369-84.7% | $6,414-80.1% | $13,398-90.5% |