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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 | $17,638 | $88,710-80.1% | $81,783-78.4% | $145,959-87.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.12% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,132 | $3,083-30.9% | $2,913-26.8% | $4,661-54.3% |
| Participant deferral / active EE | $1,761 | $4,645-62.1% | $4,320-59.2% | $6,689-73.7% |
| Admin fee / account holder | $2,014 | $8,407-76.1% | $7,380-72.7% | $13,398-85.0% |