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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 | $26,466 | $173,397-84.7% | $135,987-80.5% | $145,877-81.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 8.85% | 1166.18%-1157.3pp | 580.01%-571.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,540 | $5,281-51.9% | $4,214-39.7% | $4,663-45.5% |
| Participant deferral / active EE | $8,755 | $8,710+0.5% | $7,027+24.6% | $6,691+30.9% |
| Admin fee / account holder | $538 | $9,663-94.4% | $6,716-92.0% | $13,402-96.0% |