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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 | $17,851 | $88,710-79.9% | $81,783-78.2% | $145,959-87.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,869 | $3,083-6.9% | $2,913-1.5% | $4,661-38.4% |
| Participant deferral / active EE | $3,354 | $4,645-27.8% | $4,320-22.4% | $6,689-49.9% |
| Admin fee / account holder | $430 | $8,407-94.9% | $7,380-94.2% | $13,398-96.8% |