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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 | $79,975 | $97,732-18.2% | $83,831-4.6% | $135,380-40.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.25% | 1287.56%-1280.3pp | 850.99%-843.7pp | 519.81%-512.6pp |
| Employer contribution / active EE | $898 | $4,222-78.7% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $5,527 | $4,683+18.0% | $4,082+35.4% | $5,609-1.5% |
| Admin fee / account holder | $3,258 | $6,675-51.2% | $5,479-40.5% | $10,828-69.9% |