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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 | $58,607 | $97,732-40.0% | $83,831-30.1% | $135,380-56.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.10% | 1287.56%-1284.5pp | 850.99%-847.9pp | 519.81%-516.7pp |
| Employer contribution / active EE | $3,000 | $4,222-28.9% | $3,631-17.4% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $562 | $6,675-91.6% | $5,479-89.7% | $10,828-94.8% |