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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 | $63,204 | $99,011-36.2% | $86,582-27.0% | $147,586-57.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.06% | 1312.75%-1300.7pp | 965.08%-953.0pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,750 | $3,132-44.1% | $2,839-38.4% | $4,876-64.1% |
| Participant deferral / active EE | $3,037 | $3,972-23.6% | $3,609-15.8% | $5,439-44.2% |
| Admin fee / account holder | $4,266 | $5,709-25.3% | $4,904-13.0% | $10,886-60.8% |