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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 | $76,075 | $100,868-24.6% | $90,414-15.9% | $158,931-52.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.11% | 1724.58%-1712.5pp | 1293.19%-1281.1pp | 302.86%-290.8pp |
| Employer contribution / active EE | $2,454 | $3,689-33.5% | $3,262-24.8% | $4,761-48.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $815 | $6,502-87.5% | $5,611-85.5% | $11,247-92.8% |