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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 | $4,236 | $88,702-95.2% | $81,780-94.8% | $145,978-97.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.29% | 1029.12%-1006.8pp | 776.27%-754.0pp | 550.52%-528.2pp |
| Employer contribution / active EE | $1,785 | $3,084-42.1% | $2,914-38.8% | $4,662-61.7% |
| Participant deferral / active EE | $1,986 | $4,645-57.3% | $4,321-54.0% | $6,690-70.3% |
| Admin fee / account holder | $953 | $8,414-88.7% | $7,384-87.1% | $13,400-92.9% |