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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 | $88,754-19.3% | $81,820-12.4% | $145,877-50.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.20% | 1031.77%-1015.6pp | 777.93%-761.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,230 | $3,085-60.1% | $2,915-57.8% | $4,663-73.6% |
| Participant deferral / active EE | $4,964 | $4,648+6.8% | $4,323+14.8% | $6,691-25.8% |
| Admin fee / account holder | $983 | $8,424-88.3% | $7,391-86.7% | $13,402-92.7% |