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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 | $97,300 | $88,710+9.7% | $81,783+19.0% | $145,959-33.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.04% | 1027.26%-1010.2pp | 775.05%-758.0pp | 561.95%-544.9pp |
| Employer contribution / active EE | $1,200 | $3,083-61.1% | $2,913-58.8% | $4,661-74.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $542 | $8,407-93.6% | $7,380-92.7% | $13,398-96.0% |