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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 | $47,832 | $88,702-46.1% | $81,780-41.5% | $145,978-67.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.97% | 1029.12%-1010.2pp | 776.27%-757.3pp | 550.52%-531.5pp |
| Employer contribution / active EE | $6,494 | $3,084+110.5% | $2,914+122.9% | $4,662+39.3% |
| Participant deferral / active EE | $2,908 | $4,645-37.4% | $4,321-32.7% | $6,690-56.5% |
| Admin fee / account holder | $2,182 | $8,414-74.1% | $7,384-70.5% | $13,400-83.7% |