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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 | $73,143 | $138,072-47.0% | $123,549-40.8% | $135,382-46.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.11% | 153.69%-152.6pp | 119.20%-118.1pp | 519.77%-518.7pp |
| Employer contribution / active EE | $1,418 | $5,152-72.5% | $4,628-69.4% | $4,779-70.3% |
| Participant deferral / active EE | $2,289 | $6,799-66.3% | $6,426-64.4% | $5,609-59.2% |
| Admin fee / account holder | $6,998 | $10,917-35.9% | $9,284-24.6% | $10,829-35.4% |