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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 | $78,734 | $73,421+7.2% | $66,439+18.5% | $155,188-49.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 12.09% | 1382.37%-1370.3pp | 757.66%-745.6pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,143 | $3,039-62.4% | $2,637-56.6% | $4,248-73.1% |
| Participant deferral / active EE | $1,211 | $4,680-74.1% | $3,876-68.7% | $6,531-81.5% |
| Admin fee / account holder | $2,471 | $8,856-72.1% | $6,173-60.0% | $14,480-82.9% |