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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 | $45,653 | $88,815-48.6% | $81,882-44.2% | $145,897-68.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.02% | 1033.75%-1021.7pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,373 | $3,086-23.1% | $2,916-18.6% | $4,663-49.1% |
| Participant deferral / active EE | $6,604 | $4,647+42.1% | $4,323+52.7% | $6,689-1.3% |
| Admin fee / account holder | $3,426 | $8,434-59.4% | $7,360-53.5% | $13,390-74.4% |