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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 | $44,554 | $88,710-49.8% | $81,783-45.5% | $145,959-69.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.70% | 1027.26%-1014.6pp | 775.05%-762.4pp | 561.95%-549.2pp |
| Employer contribution / active EE | $7,031 | $3,083+128.0% | $2,913+141.4% | $4,661+50.9% |
| Participant deferral / active EE | $4,401 | $4,645-5.3% | $4,320+1.9% | $6,689-34.2% |
| Admin fee / account holder | $7,308 | $8,407-13.1% | $7,380-1.0% | $13,398-45.5% |