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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 | $74,428 | $76,368-2.5% | $67,681+10.0% | $154,746-51.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.27% | 1066.77%-1055.5pp | 590.58%-579.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $838 | $3,151-73.4% | $2,678-68.7% | $4,379-80.9% |
| Participant deferral / active EE | $2,371 | $4,824-50.8% | $3,976-40.4% | $6,730-64.8% |
| Admin fee / account holder | $1,035 | $8,559-87.9% | $6,100-83.0% | $14,365-92.8% |