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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 | $51,161 | $88,702-42.3% | $81,780-37.4% | $145,978-65.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.11% | 1029.12%-1010.0pp | 776.27%-757.2pp | 550.52%-531.4pp |
| Employer contribution / active EE | $3,107 | $3,084+0.7% | $2,914+6.6% | $4,662-33.4% |
| Participant deferral / active EE | $5,599 | $4,645+20.5% | $4,321+29.6% | $6,690-16.3% |
| Admin fee / account holder | $575 | $8,414-93.2% | $7,384-92.2% | $13,400-95.7% |