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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 | $38,243 | $56,199-32.0% | $67,652-43.5% | $59,632-35.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 6.71% | 18505.31%-18498.6pp | 6625.04%-6618.3pp | 2041.32%-2034.6pp |
| Employer contribution / active EE | $446 | $1,614-72.3% | $2,266-80.3% | $2,203-79.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $761 | $3,958-80.8% | $4,821-84.2% | $4,297-82.3% |