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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 | $50,688 | $82,630-38.7% | $64,105-20.9% | $125,389-59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 3.25% | 1489.72%-1486.5pp | 791.24%-788.0pp | 282.24%-279.0pp |
| Employer contribution / active EE | $3,862 | $2,671+44.6% | $1,820+112.2% | $4,866-20.6% |
| Participant deferral / active EE | $5,883 | $3,608+63.0% | $2,822+108.5% | $5,352+9.9% |
| Admin fee / account holder | $333,664 | $6,382+5128.4% | $4,499+7315.9% | $9,541+3397.2% |