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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 | $71,650 | $88,710-19.2% | $81,783-12.4% | $145,959-50.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.20% | 1027.26%-1011.1pp | 775.05%-758.9pp | 561.95%-545.7pp |
| Employer contribution / active EE | $1,230 | $3,083-60.1% | $2,913-57.8% | $4,661-73.6% |
| Participant deferral / active EE | $4,964 | $4,645+6.9% | $4,320+14.9% | $6,689-25.8% |
| Admin fee / account holder | $983 | $8,407-88.3% | $7,380-86.7% | $13,398-92.7% |