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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 | $44,220 | $160,059-72.4% | $140,019-68.4% | $135,380-67.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.31% | 911.48%-910.2pp | 651.17%-649.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $2,489 | $6,420-61.2% | $5,605-55.6% | $4,779-47.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,222 | $13,328-75.8% | $10,705-69.9% | $10,828-70.2% |