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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 | $15,255 | $88,702-82.8% | $81,780-81.3% | $145,978-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.12% | 1029.12%-1018.0pp | 776.27%-765.1pp | 550.52%-539.4pp |
| Employer contribution / active EE | $2,737 | $3,084-11.3% | $2,914-6.1% | $4,662-41.3% |
| Participant deferral / active EE | $4,210 | $4,645-9.4% | $4,321-2.6% | $6,690-37.1% |
| Admin fee / account holder | $5,159 | $8,414-38.7% | $7,384-30.1% | $13,400-61.5% |