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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 | $52,418 | $90,614-42.2% | $76,089-31.1% | $145,877-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.30% | 623.80%-611.5pp | 360.94%-348.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $900 | $3,324-72.9% | $2,690-66.5% | $4,663-80.7% |
| Participant deferral / active EE | $3,000 | $5,168-42.0% | $4,259-29.6% | $6,691-55.2% |
| Admin fee / account holder | $10,905 | $8,376+30.2% | $6,418+69.9% | $13,402-18.6% |