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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 | $37,856 | $88,710-57.3% | $81,783-53.7% | $145,959-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.93% | 1027.26%-1016.3pp | 775.05%-764.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $8,664 | $3,083+181.0% | $2,913+197.5% | $4,661+85.9% |
| Participant deferral / active EE | $6,637 | $4,645+42.9% | $4,320+53.6% | $6,689-0.8% |
| Admin fee / account holder | $400 | $8,407-95.2% | $7,380-94.6% | $13,398-97.0% |