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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 | $30,105 | $73,421-59.0% | $66,439-54.7% | $155,188-80.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.38% | 1382.37%-1371.0pp | 757.66%-746.3pp | 148.84%-137.5pp |
| Employer contribution / active EE | $2,409 | $3,039-20.7% | $2,637-8.6% | $4,248-43.3% |
| Participant deferral / active EE | $3,125 | $4,680-33.2% | $3,876-19.4% | $6,531-52.1% |
| Admin fee / account holder | $874 | $8,856-90.1% | $6,173-85.8% | $14,480-94.0% |