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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 | $88,710-57.7% | $81,783-54.1% | $145,959-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.95% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,895 | $3,083-6.1% | $2,913-0.6% | $4,661-37.9% |
| Participant deferral / active EE | $2,985 | $4,645-35.7% | $4,320-30.9% | $6,689-55.4% |
| Admin fee / account holder | $1,211 | $8,407-85.6% | $7,380-83.6% | $13,398-91.0% |