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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 | $62,265 | $88,778-29.9% | $81,844-23.9% | $145,884-57.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.10% | 1033.03%-1019.9pp | 778.87%-765.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,041 | $3,087-33.9% | $2,916-30.0% | $4,662-56.2% |
| Participant deferral / active EE | $2,661 | $4,648-42.8% | $4,323-38.5% | $6,690-60.2% |
| Admin fee / account holder | $2,241 | $8,430-73.4% | $7,355-69.5% | $13,392-83.3% |