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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 | $59,934 | $76,368-21.5% | $67,681-11.4% | $154,746-61.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 11.11% | 1066.77%-1055.7pp | 590.58%-579.5pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,495 | $3,151-52.5% | $2,678-44.2% | $4,379-65.9% |
| Participant deferral / active EE | $3,539 | $4,824-26.6% | $3,976-11.0% | $6,730-47.4% |
| Admin fee / account holder | $1,684 | $8,559-80.3% | $6,100-72.4% | $14,365-88.3% |