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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 | $30,803 | $88,702-65.3% | $81,780-62.3% | $145,978-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.64% | 1029.12%-1015.5pp | 776.27%-762.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $2,737 | $3,084-11.3% | $2,914-6.1% | $4,662-41.3% |
| Participant deferral / active EE | $6,848 | $4,645+47.4% | $4,321+58.5% | $6,690+2.4% |
| Admin fee / account holder | $413 | $8,414-95.1% | $7,384-94.4% | $13,400-96.9% |