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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 | $65,943 | $92,743-28.9% | $82,744-20.3% | $134,532-51.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 2.76% | 946.63%-943.9pp | 702.22%-699.5pp | 418.27%-415.5pp |
| Employer contribution / active EE | $7,285 | $3,273+122.6% | $3,008+142.2% | $4,741+53.6% |
| Participant deferral / active EE | $1,125 | $4,802-76.6% | $4,395-74.4% | $6,401-82.4% |
| Admin fee / account holder | $2,814 | $5,977-52.9% | $5,325-47.2% | $11,429-75.4% |