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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 | $88,702-62.1% | $81,780-58.9% | $145,978-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.24% | 1029.12%-1007.9pp | 776.27%-755.0pp | 550.52%-529.3pp |
| Employer contribution / active EE | $3,382 | $3,084+9.6% | $2,914+16.0% | $4,662-27.5% |
| Participant deferral / active EE | $6,239 | $4,645+34.3% | $4,321+44.4% | $6,690-6.7% |
| Admin fee / account holder | $1,716 | $8,414-79.6% | $7,384-76.8% | $13,400-87.2% |