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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 | $47,677 | $138,076-65.5% | $123,553-61.4% | $135,380-64.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.35% | 153.70%-150.3pp | 119.21%-115.9pp | 519.81%-516.5pp |
| Employer contribution / active EE | $2,500 | $5,152-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $408 | $10,917-96.3% | $9,284-95.6% | $10,828-96.2% |