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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 | $13,488 | $88,710-84.8% | $81,783-83.5% | $145,959-90.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.61% | 1027.26%-1014.6pp | 775.05%-762.4pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,305 | $3,083-25.2% | $2,913-20.9% | $4,661-50.5% |
| Participant deferral / active EE | $2,760 | $4,645-40.6% | $4,320-36.1% | $6,689-58.7% |
| Admin fee / account holder | $3,674 | $8,407-56.3% | $7,380-50.2% | $13,398-72.6% |