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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 | $90,397-42.0% | $76,002-31.0% | $145,959-64.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.30% | 621.97%-609.7pp | 360.07%-347.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $900 | $3,317-72.9% | $2,688-66.5% | $4,661-80.7% |
| Participant deferral / active EE | $3,000 | $5,163-41.9% | $4,257-29.5% | $6,689-55.1% |
| Admin fee / account holder | $10,905 | $8,369+30.3% | $6,414+70.0% | $13,398-18.6% |