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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 | $18,130 | $88,702-79.6% | $81,780-77.8% | $145,978-87.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1029.12%-1016.3pp | 776.27%-763.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $1,418 | $3,084-54.0% | $2,914-51.3% | $4,662-69.6% |
| Participant deferral / active EE | $4,527 | $4,645-2.5% | $4,321+4.8% | $6,690-32.3% |
| Admin fee / account holder | $2,582 | $8,414-69.3% | $7,384-65.0% | $13,400-80.7% |