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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 | $37,554 | $88,702-57.7% | $81,780-54.1% | $145,978-74.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.84% | 1029.12%-1014.3pp | 776.27%-761.4pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,906 | $3,084-38.2% | $2,914-34.6% | $4,662-59.1% |
| Participant deferral / active EE | $2,926 | $4,645-37.0% | $4,321-32.3% | $6,690-56.3% |
| Admin fee / account holder | $2,632 | $8,414-68.7% | $7,384-64.4% | $13,400-80.4% |