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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 | $47,514 | $88,710-46.4% | $81,783-41.9% | $145,959-67.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.52% | 1027.26%-1003.7pp | 775.05%-751.5pp | 561.95%-538.4pp |
| Employer contribution / active EE | $3,083 | $3,0830% | $2,913+5.9% | $4,661-33.8% |
| Participant deferral / active EE | $6,083 | $4,645+31.0% | $4,320+40.8% | $6,689-9.0% |
| Admin fee / account holder | $508 | $8,407-94.0% | $7,380-93.1% | $13,398-96.2% |