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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 | $70,702 | $109,905-35.7% | $98,506-28.2% | $167,553-57.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.54% | 1960.20%-1944.7pp | 1494.92%-1479.4pp | 478.89%-463.4pp |
| Employer contribution / active EE | $657 | $3,226-79.6% | $2,961-77.8% | $4,840-86.4% |
| Participant deferral / active EE | $2,627 | $4,674-43.8% | $4,277-38.6% | $6,343-58.6% |
| Admin fee / account holder | $3,591 | $6,760-46.9% | $5,955-39.7% | $12,316-70.8% |