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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 | $71,837 | $202,463-64.5% | $169,397-57.6% | $139,487-48.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.64%-532.6pp | 406.23%-406.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,755 | $4,694-62.6% | $4,013-56.3% | $4,755-63.1% |
| Participant deferral / active EE | $4,305 | $6,941-38.0% | $6,223-30.8% | $6,713-35.9% |
| Admin fee / account holder | $1,256 | $10,726-88.3% | $9,017-86.1% | $11,407-89.0% |