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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 | $88,702-46.4% | $81,780-41.9% | $145,978-67.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.52% | 1029.12%-1005.6pp | 776.27%-752.7pp | 550.52%-527.0pp |
| Employer contribution / active EE | $3,083 | $3,0840% | $2,914+5.8% | $4,662-33.9% |
| Participant deferral / active EE | $6,083 | $4,645+31.0% | $4,321+40.8% | $6,690-9.1% |
| Admin fee / account holder | $508 | $8,414-94.0% | $7,384-93.1% | $13,400-96.2% |