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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 | $7,414 | $88,702-91.6% | $81,780-90.9% | $145,978-94.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.18% | 1029.12%-1015.9pp | 776.27%-763.1pp | 550.52%-537.3pp |
| Employer contribution / active EE | $1,657 | $3,084-46.3% | $2,914-43.1% | $4,662-64.5% |
| Participant deferral / active EE | $4,442 | $4,645-4.4% | $4,321+2.8% | $6,690-33.6% |
| Admin fee / account holder | $8,916 | $8,414+6.0% | $7,384+20.7% | $13,400-33.5% |