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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 | $88,815-28.9% | $81,882-22.9% | $145,897-56.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.20% | 1033.75%-1016.6pp | 779.47%-762.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,386 | $3,086-55.1% | $2,916-52.5% | $4,663-70.3% |
| Participant deferral / active EE | $2,550 | $4,647-45.1% | $4,323-41.0% | $6,689-61.9% |
| Admin fee / account holder | $2,284 | $8,434-72.9% | $7,360-69.0% | $13,390-82.9% |