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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 | $50,253 | $88,815-43.4% | $81,882-38.6% | $145,897-65.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.52% | 1033.75%-1015.2pp | 779.47%-761.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $1,076 | $3,086-65.1% | $2,916-63.1% | $4,663-76.9% |
| Participant deferral / active EE | $5,958 | $4,647+28.2% | $4,323+37.8% | $6,689-10.9% |
| Admin fee / account holder | $1,273 | $8,434-84.9% | $7,360-82.7% | $13,390-90.5% |