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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 | $80,378 | $109,905-26.9% | $98,506-18.4% | $167,553-52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.01% | 1960.20%-1949.2pp | 1494.92%-1483.9pp | 478.89%-467.9pp |
| Employer contribution / active EE | $1,417 | $3,226-56.1% | $2,961-52.2% | $4,840-70.7% |
| Participant deferral / active EE | $3,033 | $4,674-35.1% | $4,277-29.1% | $6,343-52.2% |
| Admin fee / account holder | $7,919 | $6,760+17.1% | $5,955+33.0% | $12,316-35.7% |