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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 | $37,521 | $202,440-81.5% | $169,390-77.8% | $139,466-73.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.46% | 532.36%-507.9pp | 406.07%-381.6pp | 373.66%-349.2pp |
| Employer contribution / active EE | $1,010 | $4,693-78.5% | $4,013-74.8% | $4,754-78.8% |
| Participant deferral / active EE | $2,400 | $6,940-65.4% | $6,222-61.4% | $6,712-64.2% |
| Admin fee / account holder | $850 | $10,722-92.1% | $9,015-90.6% | $11,409-92.5% |