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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 | $50,764 | $96,419-47.4% | $80,648-37.1% | $139,487-63.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.50% | 1352.86%-1341.4pp | 937.21%-925.7pp | 373.84%-362.3pp |
| Employer contribution / active EE | $2,340 | $3,261-28.2% | $2,724-14.1% | $4,755-50.8% |
| Participant deferral / active EE | $2,340 | $5,225-55.2% | $4,443-47.3% | $6,713-65.1% |
| Admin fee / account holder | $4,468 | $6,605-32.4% | $5,382-17.0% | $11,407-60.8% |