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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 | $63,123 | $88,754-28.9% | $81,820-22.9% | $145,877-56.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.20% | 1031.77%-1014.6pp | 777.93%-760.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,386 | $3,085-55.1% | $2,915-52.5% | $4,663-70.3% |
| Participant deferral / active EE | $2,550 | $4,648-45.1% | $4,323-41.0% | $6,691-61.9% |
| Admin fee / account holder | $2,284 | $8,424-72.9% | $7,391-69.1% | $13,402-83.0% |