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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 | $120,503 | $138,072-12.7% | $123,549-2.5% | $135,382-11.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.56% | 153.69%-150.1pp | 119.20%-115.6pp | 519.77%-516.2pp |
| Employer contribution / active EE | $1,493 | $5,152-71.0% | $4,628-67.7% | $4,779-68.8% |
| Participant deferral / active EE | $5,062 | $6,799-25.5% | $6,426-21.2% | $5,609-9.7% |
| Admin fee / account holder | $1,319 | $10,917-87.9% | $9,284-85.8% | $10,829-87.8% |