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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 | $33,576 | $88,710-62.2% | $81,783-58.9% | $145,959-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.24% | 1027.26%-1006.0pp | 775.05%-753.8pp | 561.95%-540.7pp |
| Employer contribution / active EE | $3,382 | $3,083+9.7% | $2,913+16.1% | $4,661-27.4% |
| Participant deferral / active EE | $6,239 | $4,645+34.3% | $4,320+44.4% | $6,689-6.7% |
| Admin fee / account holder | $1,716 | $8,407-79.6% | $7,380-76.7% | $13,398-87.2% |