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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 | $110,433 | $96,123+14.9% | $77,361+42.7% | $198,609-44.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 6.88% | 2054.81%-2047.9pp | 1011.54%-1004.7pp | 202.70%-195.8pp |
| Employer contribution / active EE | $858 | $3,791-77.4% | $2,990-71.3% | $5,055-83.0% |
| Participant deferral / active EE | $2,543 | $4,975-48.9% | $3,911-35.0% | $6,977-63.5% |
| Admin fee / account holder | $2,979 | $9,471-68.5% | $5,894-49.5% | $19,030-84.3% |