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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 | $68,348 | $109,872-37.8% | $98,483-30.6% | $167,536-59.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.58% | 1959.31%-1929.7pp | 1494.38%-1464.8pp | 478.82%-449.2pp |
| Employer contribution / active EE | $815 | $3,225-74.7% | $2,961-72.5% | $4,839-83.2% |
| Participant deferral / active EE | $6,051 | $4,673+29.5% | $4,276+41.5% | $6,342-4.6% |
| Admin fee / account holder | $5,593 | $6,757-17.2% | $5,953-6.0% | $12,315-54.6% |