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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 | $10,485 | $88,702-88.2% | $81,780-87.2% | $145,978-92.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.84% | 1029.12%-1015.3pp | 776.27%-762.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,983 | $3,084-35.7% | $2,914-31.9% | $4,662-57.5% |
| Participant deferral / active EE | $3,969 | $4,645-14.6% | $4,321-8.1% | $6,690-40.7% |
| Admin fee / account holder | $1,852 | $8,414-78.0% | $7,384-74.9% | $13,400-86.2% |