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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 | $9,171 | $88,702-89.7% | $81,780-88.8% | $145,978-93.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.40% | 1029.12%-1015.7pp | 776.27%-762.9pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,411 | $3,084-54.3% | $2,914-51.6% | $4,662-69.7% |
| Participant deferral / active EE | $2,234 | $4,645-51.9% | $4,321-48.3% | $6,690-66.6% |
| Admin fee / account holder | $2,746 | $8,414-67.4% | $7,384-62.8% | $13,400-79.5% |