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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 | $87,952 | $155,840-43.6% | $124,694-29.5% | $167,553-47.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.17% | 17.98%+0.2pp | 5144.82%-5126.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $2,611 | $4,165-37.3% | $3,325-21.5% | $4,840-46.1% |
| Participant deferral / active EE | $4,121 | $5,675-27.4% | $4,615-10.7% | $6,343-35.0% |
| Admin fee / account holder | $3,974 | $9,536-58.3% | $7,495-47.0% | $12,316-67.7% |