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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 | $53,413 | $88,815-39.9% | $81,882-34.8% | $145,897-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.24% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,562 | $3,086-49.4% | $2,916-46.4% | $4,663-66.5% |
| Participant deferral / active EE | $3,933 | $4,647-15.4% | $4,323-9.0% | $6,689-41.2% |
| Admin fee / account holder | $2,458 | $8,434-70.9% | $7,360-66.6% | $13,390-81.6% |