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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 | $75,117 | $96,123-21.9% | $77,361-2.9% | $198,609-62.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 11.66% | 2054.81%-2043.1pp | 1011.54%-999.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $3,284 | $3,791-13.4% | $2,990+9.8% | $5,055-35.0% |
| Participant deferral / active EE | $4,113 | $4,975-17.3% | $3,911+5.2% | $6,977-41.1% |
| Admin fee / account holder | $14,251 | $9,471+50.5% | $5,894+141.8% | $19,030-25.1% |