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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 | $87,535 | $82,630+5.9% | $64,105+36.6% | $125,389-30.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 3.05% | 1489.72%-1486.7pp | 791.24%-788.2pp | 282.24%-279.2pp |
| Employer contribution / active EE | $3,073 | $2,671+15.0% | $1,820+68.8% | $4,866-36.9% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $486 | $6,382-92.4% | $4,499-89.2% | $9,541-94.9% |