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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 | $46,424 | $109,863-57.7% | $98,477-52.9% | $167,518-72.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.55% | 1958.09%-1945.5pp | 1493.59%-1481.0pp | 478.71%-466.2pp |
| Employer contribution / active EE | $2,871 | $3,225-11.0% | $2,961-3.0% | $4,838-40.7% |
| Participant deferral / active EE | $3,112 | $4,673-33.4% | $4,276-27.2% | $6,342-50.9% |
| Admin fee / account holder | $1,438 | $6,755-78.7% | $5,951-75.8% | $12,312-88.3% |