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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 | $58,782 | $88,702-33.7% | $81,780-28.1% | $145,978-59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.52% | 1029.12%-1012.6pp | 776.27%-759.8pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,204 | $3,084+3.9% | $2,914+10.0% | $4,662-31.3% |
| Participant deferral / active EE | $12,216 | $4,645+163.0% | $4,321+182.7% | $6,690+82.6% |
| Admin fee / account holder | $1,544 | $8,414-81.7% | $7,384-79.1% | $13,400-88.5% |