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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 | $68,166 | $169,356-59.7% | $129,406-47.3% | $145,897-53.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.18% | 14418.62%-14407.4pp | 9468.18%-9457.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $646 | $5,542-88.4% | $4,155-84.5% | $4,663-86.2% |
| Participant deferral / active EE | $3,895 | $4,987-21.9% | $4,167-6.5% | $6,689-41.8% |
| Admin fee / account holder | $18,553 | $9,915+87.1% | $7,689+141.3% | $13,390+38.6% |