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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 | $54,371 | $88,815-38.8% | $81,882-33.6% | $145,897-62.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.10% | 1033.75%-1019.6pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,328 | $3,086+7.8% | $2,916+14.1% | $4,663-28.6% |
| Participant deferral / active EE | $3,657 | $4,647-21.3% | $4,323-15.4% | $6,689-45.3% |
| Admin fee / account holder | $7,737 | $8,434-8.3% | $7,360+5.1% | $13,390-42.2% |