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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 | $74,246 | $138,114-46.2% | $125,391-40.8% | $134,545-44.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.29% | 750.88%-748.6pp | 572.41%-570.1pp | 418.37%-416.1pp |
| Employer contribution / active EE | $1,600 | $5,246-69.5% | $4,816-66.8% | $4,742-66.3% |
| Participant deferral / active EE | $6,422 | $7,801-17.7% | $7,448-13.8% | $6,401+0.3% |
| Admin fee / account holder | $902 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |