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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 | $40,295 | $88,702-54.6% | $81,780-50.7% | $145,978-72.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.90% | 1029.12%-1019.2pp | 776.27%-766.4pp | 550.52%-540.6pp |
| Employer contribution / active EE | $2,669 | $3,084-13.5% | $2,914-8.4% | $4,662-42.7% |
| Participant deferral / active EE | $2,262 | $4,645-51.3% | $4,321-47.6% | $6,690-66.2% |
| Admin fee / account holder | $441 | $8,414-94.8% | $7,384-94.0% | $13,400-96.7% |