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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 | $29,350 | $165,361-82.3% | $149,715-80.4% | $158,950-81.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.49% | 348.24%-299.7pp | 276.66%-228.2pp | 302.91%-254.4pp |
| Employer contribution / active EE | $1,069 | $5,103-79.1% | $4,645-77.0% | $4,762-77.6% |
| Participant deferral / active EE | $2,400 | $7,182-66.6% | $6,842-64.9% | $5,983-59.9% |
| Admin fee / account holder | $1,079 | $10,808-90.0% | $9,310-88.4% | $11,248-90.4% |