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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 | $53,124 | $124,187-57.2% | $108,410-51.0% | $167,518-68.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.35% | 1379.80%-1368.5pp | 905.34%-894.0pp | 478.71%-467.4pp |
| Employer contribution / active EE | $2,270 | $4,187-45.8% | $3,558-36.2% | $4,838-53.1% |
| Participant deferral / active EE | $2,781 | $6,908-59.7% | $6,562-57.6% | $6,342-56.1% |
| Admin fee / account holder | $2,357 | $9,456-75.1% | $7,296-67.7% | $12,312-80.9% |