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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 | $55,716 | $88,702-37.2% | $81,780-31.9% | $145,978-61.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.63% | 1029.12%-1010.5pp | 776.27%-757.6pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,933 | $3,084-4.9% | $2,914+0.7% | $4,662-37.1% |
| Participant deferral / active EE | $3,766 | $4,645-18.9% | $4,321-12.8% | $6,690-43.7% |
| Admin fee / account holder | $891 | $8,414-89.4% | $7,384-87.9% | $13,400-93.4% |