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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 | $33,252 | $180,459-81.6% | $154,108-78.4% | $135,380-75.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.06% | 888.21%-887.1pp | 735.21%-734.1pp | 519.81%-518.7pp |
| Employer contribution / active EE | $1,945 | $6,035-67.8% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $5,233 | $5,806-9.9% | $5,081+3.0% | $5,609-6.7% |
| Admin fee / account holder | $168,822 | $16,145+945.7% | $13,411+1158.8% | $10,828+1459.1% |