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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 | $55,926 | $149,040-62.5% | $120,225-53.5% | $137,256-59.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.48% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,380 | $4,350-45.3% | $3,475-31.5% | $4,156-42.7% |
| Participant deferral / active EE | $2,380 | $4,655-48.9% | $3,999-40.5% | $6,407-62.9% |
| Admin fee / account holder | $2,833 | $6,348-55.4% | $5,696-50.3% | $12,270-76.9% |