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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 | $59,416 | $88,778-33.1% | $81,844-27.4% | $145,884-59.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.50% | 1033.03%-1021.5pp | 778.87%-767.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,379 | $3,087-55.3% | $2,916-52.7% | $4,662-70.4% |
| Participant deferral / active EE | $3,854 | $4,648-17.1% | $4,323-10.9% | $6,690-42.4% |
| Admin fee / account holder | $2,661 | $8,430-68.4% | $7,355-63.8% | $13,392-80.1% |