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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 | $37,568 | $88,754-57.7% | $81,820-54.1% | $145,877-74.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.95% | 1031.77%-1021.8pp | 777.93%-768.0pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,895 | $3,085-6.2% | $2,915-0.7% | $4,663-37.9% |
| Participant deferral / active EE | $2,985 | $4,648-35.8% | $4,323-30.9% | $6,691-55.4% |
| Admin fee / account holder | $1,211 | $8,424-85.6% | $7,391-83.6% | $13,402-91.0% |