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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 | $50,981 | $73,546-30.7% | $63,018-19.1% | $147,586-65.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.44% | 175.56%-163.1pp | 87.62%-75.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $2,380 | $3,324-28.4% | $2,761-13.8% | $4,876-51.2% |
| Participant deferral / active EE | $3,281 | $4,185-21.6% | $3,330-1.5% | $5,439-39.7% |
| Admin fee / account holder | $1,099 | $5,956-81.6% | $3,601-69.5% | $10,886-89.9% |