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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 | $38,308 | $100,938-62.0% | $90,461-57.7% | $158,982-75.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.54% | 1727.20%-1715.7pp | 1294.76%-1283.2pp | 302.99%-291.4pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,683 | $4,350+30.7% | $3,964+43.4% | $5,983-5.0% |
| Admin fee / account holder | $2,277 | $6,510-65.0% | $5,617-59.5% | $11,252-79.8% |