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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 | $40,052 | $202,326-80.2% | $172,745-76.8% | $152,870-73.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.25% | 1029.72%-1011.5pp | 802.90%-784.6pp | 345.34%-327.1pp |
| Employer contribution / active EE | $2,223 | $5,858-62.0% | $5,144-56.8% | $4,763-53.3% |
| Participant deferral / active EE | $4,355 | $5,948-26.8% | $5,197-16.2% | $5,850-25.6% |
| Admin fee / account holder | $683 | $17,110-96.0% | $13,954-95.1% | $11,597-94.1% |