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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 | $46,305 | $97,729-52.6% | $83,830-44.8% | $135,379-65.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.76% | 1287.52%-1277.8pp | 850.97%-841.2pp | 519.79%-510.0pp |
| Employer contribution / active EE | $2,337 | $4,222-44.6% | $3,631-35.6% | $4,779-51.1% |
| Participant deferral / active EE | $4,627 | $4,683-1.2% | $4,082+13.3% | $5,609-17.5% |
| Admin fee / account holder | $5,599 | $6,674-16.1% | $5,479+2.2% | $10,828-48.3% |