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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 | $51,778 | $197,819-73.8% | $155,789-66.8% | $125,389-58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.75% | 86.73%-86.0pp | 71.54%-70.8pp | 282.24%-281.5pp |
| Employer contribution / active EE | $6,861 | $4,850+41.5% | $3,839+78.7% | $4,866+41.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $330 | $9,544-96.5% | $7,477-95.6% | $9,541-96.5% |