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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 | $41,455 | $107,353-61.4% | $92,903-55.4% | $152,885-72.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.22% | 145.62%-123.4pp | 109.43%-87.2pp | 345.39%-323.2pp |
| Employer contribution / active EE | $1,600 | $4,222-62.1% | $3,653-56.2% | $4,763-66.4% |
| Participant deferral / active EE | $3,546 | $4,848-26.9% | $4,238-16.3% | $5,851-39.4% |
| Admin fee / account holder | $751 | $7,081-89.4% | $5,795-87.0% | $11,598-93.5% |