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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 | $71,535 | $180,459-60.4% | $154,108-53.6% | $135,380-47.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.84% | 888.21%-887.4pp | 735.21%-734.4pp | 519.81%-519.0pp |
| Employer contribution / active EE | $5,524 | $6,035-8.5% | $5,298+4.3% | $4,779+15.6% |
| Participant deferral / active EE | $3,675 | $5,806-36.7% | $5,081-27.7% | $5,609-34.5% |
| Admin fee / account holder | $1,609 | $16,145-90.0% | $13,411-88.0% | $10,828-85.1% |