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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 | $84,161 | $109,872-23.4% | $98,483-14.5% | $167,536-49.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.36% | 1959.31%-1946.0pp | 1494.38%-1481.0pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,897 | $3,225-41.2% | $2,961-35.9% | $4,839-60.8% |
| Participant deferral / active EE | $5,855 | $4,673+25.3% | $4,276+36.9% | $6,342-7.7% |
| Admin fee / account holder | $694 | $6,757-89.7% | $5,953-88.3% | $12,315-94.4% |