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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 | $23,130 | $88,702-73.9% | $81,780-71.7% | $145,978-84.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.37% | 1029.12%-1008.8pp | 776.27%-755.9pp | 550.52%-530.2pp |
| Employer contribution / active EE | $2,670 | $3,084-13.4% | $2,914-8.4% | $4,662-42.7% |
| Participant deferral / active EE | $2,670 | $4,645-42.5% | $4,321-38.2% | $6,690-60.1% |
| Admin fee / account holder | $311 | $8,414-96.3% | $7,384-95.8% | $13,400-97.7% |