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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 | $88,754-54.6% | $81,820-50.8% | $145,877-72.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.90% | 1031.77%-1021.9pp | 777.93%-768.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $2,669 | $3,085-13.5% | $2,915-8.4% | $4,663-42.8% |
| Participant deferral / active EE | $2,262 | $4,648-51.3% | $4,323-47.7% | $6,691-66.2% |
| Admin fee / account holder | $441 | $8,424-94.8% | $7,391-94.0% | $13,402-96.7% |