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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 | $41,180 | $88,710-53.6% | $81,783-49.6% | $145,959-71.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.34% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $5,394 | $3,083+74.9% | $2,913+85.2% | $4,661+15.7% |
| Participant deferral / active EE | $10,144 | $4,645+118.4% | $4,320+134.8% | $6,689+51.7% |
| Admin fee / account holder | $5,408 | $8,407-35.7% | $7,380-26.7% | $13,398-59.6% |