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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 | $40,186 | $88,710-54.7% | $81,783-50.9% | $145,959-72.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.60% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $2,182 | $3,083-29.2% | $2,913-25.1% | $4,661-53.2% |
| Participant deferral / active EE | $1,058 | $4,645-77.2% | $4,320-75.5% | $6,689-84.2% |
| Admin fee / account holder | $2,491 | $8,407-70.4% | $7,380-66.2% | $13,398-81.4% |