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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 | $63,767 | $135,645-53.0% | $110,243-42.2% | $135,380-52.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.11% | 513.24%-510.1pp | 314.76%-311.6pp | 519.81%-516.7pp |
| Employer contribution / active EE | $2,603 | $4,907-46.9% | $3,827-32.0% | $4,779-45.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,440 | $11,458-78.7% | $8,548-71.5% | $10,828-77.5% |