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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 | $29,987 | $88,754-66.2% | $81,820-63.3% | $145,877-79.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.85% | 1031.77%-1017.9pp | 777.93%-764.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,939 | $3,085-37.2% | $2,915-33.5% | $4,663-58.4% |
| Participant deferral / active EE | $6,243 | $4,648+34.3% | $4,323+44.4% | $6,691-6.7% |
| Admin fee / account holder | $1,176 | $8,424-86.0% | $7,391-84.1% | $13,402-91.2% |