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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 | $39,921 | $180,459-77.9% | $154,108-74.1% | $135,380-70.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.35% | 888.21%-881.9pp | 735.21%-728.9pp | 519.81%-513.5pp |
| Employer contribution / active EE | $2,355 | $6,035-61.0% | $5,298-55.5% | $4,779-50.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,000 | $16,145-87.6% | $13,411-85.1% | $10,828-81.5% |