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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 | $68,097-12.0% | $62,929-4.8% | $137,256-56.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.11% | 1859.11%-1848.0pp | 1063.93%-1052.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,495 | $2,811-46.8% | $2,505-40.3% | $4,156-64.0% |
| Participant deferral / active EE | $3,539 | $4,553-22.3% | $3,888-9.0% | $6,407-44.8% |
| Admin fee / account holder | $1,684 | $6,521-74.2% | $5,065-66.7% | $12,270-86.3% |