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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 | $39,504 | $88,702-55.5% | $81,780-51.7% | $145,978-72.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1029.12%-1015.7pp | 776.27%-762.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $926 | $3,084-70.0% | $2,914-68.2% | $4,662-80.1% |
| Participant deferral / active EE | $1,887 | $4,645-59.4% | $4,321-56.3% | $6,690-71.8% |
| Admin fee / account holder | $1,556 | $8,414-81.5% | $7,384-78.9% | $13,400-88.4% |