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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 | $58,958 | $45,152+30.6% | $73,836-20.1% | $59,633-1.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.36% | 27.40%-26.0pp | 2268.06%-2266.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $4,005 | $1,901+110.7% | $2,787+43.7% | $2,203+81.8% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $574 | $3,515-83.7% | $4,882-88.2% | $4,297-86.6% |