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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 | $43,267 | $226,105-80.9% | $182,540-76.3% | $152,897-71.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 39.70% | 192.58%-152.9pp | 148.58%-108.9pp | 345.43%-305.7pp |
| Employer contribution / active EE | $1,593 | $4,978-68.0% | $4,076-60.9% | $4,764-66.6% |
| Participant deferral / active EE | $2,428 | $6,370-61.9% | $5,525-56.0% | $5,851-58.5% |
| Admin fee / account holder | $360 | $10,706-96.6% | $8,593-95.8% | $11,599-96.9% |