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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 | $73,421-18.4% | $66,439-9.8% | $155,188-61.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 11.11% | 1382.37%-1371.3pp | 757.66%-746.6pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,495 | $3,039-50.8% | $2,637-43.3% | $4,248-64.8% |
| Participant deferral / active EE | $3,539 | $4,680-24.4% | $3,876-8.7% | $6,531-45.8% |
| Admin fee / account holder | $1,684 | $8,856-81.0% | $6,173-72.7% | $14,480-88.4% |