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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 | $22,942 | $88,702-74.1% | $81,780-71.9% | $145,978-84.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.48% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,500 | $3,084+13.5% | $2,914+20.1% | $4,662-24.9% |
| Participant deferral / active EE | $3,500 | $4,645-24.7% | $4,321-19.0% | $6,690-47.7% |
| Admin fee / account holder | $353 | $8,414-95.8% | $7,384-95.2% | $13,400-97.4% |