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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 | $87,576 | $90,607-3.3% | $79,467+10.2% | $135,380-35.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.40% | 977.74%-975.3pp | 718.30%-715.9pp | 519.81%-517.4pp |
| Employer contribution / active EE | $2,473 | $3,068-19.4% | $2,800-11.7% | $4,779-48.2% |
| Participant deferral / active EE | $5,225 | $4,050+29.0% | $3,704+41.1% | $5,609-6.8% |
| Admin fee / account holder | $677 | $5,895-88.5% | $5,104-86.7% | $10,828-93.7% |