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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 | $33,144 | $88,778-62.7% | $81,844-59.5% | $145,884-77.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.03% | 1033.03%-1018.0pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,464 | $3,087+12.2% | $2,916+18.8% | $4,662-25.7% |
| Participant deferral / active EE | $4,697 | $4,648+1.0% | $4,323+8.6% | $6,690-29.8% |
| Admin fee / account holder | $13,699 | $8,430+62.5% | $7,355+86.2% | $13,392+2.3% |