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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 | $54,590 | $88,778-38.5% | $81,844-33.3% | $145,884-62.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.39% | 1033.03%-1022.6pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,854 | $3,087-39.9% | $2,916-36.4% | $4,662-60.2% |
| Participant deferral / active EE | $4,273 | $4,648-8.1% | $4,323-1.2% | $6,690-36.1% |
| Admin fee / account holder | $54,374 | $8,430+545.0% | $7,355+639.2% | $13,392+306.0% |