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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 | $58,999 | $138,102-57.3% | $125,381-52.9% | $134,532-56.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.53% | 750.73%-749.2pp | 572.31%-570.8pp | 418.27%-416.7pp |
| Employer contribution / active EE | $2,540 | $5,245-51.6% | $4,815-47.3% | $4,741-46.4% |
| Participant deferral / active EE | $3,681 | $7,801-52.8% | $7,448-50.6% | $6,401-42.5% |
| Admin fee / account holder | $8,509 | $11,568-26.4% | $10,007-15.0% | $11,429-25.5% |