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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 | $34,039 | $88,754-61.6% | $81,820-58.4% | $145,877-76.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1031.77%-1015.8pp | 777.93%-762.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,957 | $3,085-4.2% | $2,915+1.4% | $4,663-36.6% |
| Participant deferral / active EE | $3,572 | $4,648-23.1% | $4,323-17.4% | $6,691-46.6% |
| Admin fee / account holder | $479 | $8,424-94.3% | $7,391-93.5% | $13,402-96.4% |