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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 | $56,700 | $88,754-36.1% | $81,820-30.7% | $145,877-61.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.68% | 1031.77%-1017.1pp | 777.93%-763.3pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,291 | $3,085-58.1% | $2,915-55.7% | $4,663-72.3% |
| Participant deferral / active EE | $2,041 | $4,648-56.1% | $4,323-52.8% | $6,691-69.5% |
| Admin fee / account holder | $4,989 | $8,424-40.8% | $7,391-32.5% | $13,402-62.8% |