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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 | $165,399-82.3% | $149,745-80.4% | $158,982-81.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 48.49% | 348.34%-299.8pp | 276.72%-228.2pp | 302.99%-254.5pp |
| Employer contribution / active EE | $1,069 | $5,105-79.1% | $4,646-77.0% | $4,763-77.6% |
| Participant deferral / active EE | $2,400 | $7,183-66.6% | $6,843-64.9% | $5,983-59.9% |
| Admin fee / account holder | $1,079 | $10,811-90.0% | $9,312-88.4% | $11,252-90.4% |