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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 | $64,070 | $102,663-37.6% | $86,216-25.7% | $139,466-54.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.58% | 1924.52%-1904.9pp | 1169.42%-1149.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,400 | $3,035-20.9% | $2,382+0.8% | $4,754-49.5% |
| Participant deferral / active EE | $27,000 | $4,677+477.2% | $3,986+577.4% | $6,712+302.3% |
| Admin fee / account holder | $499 | $8,663-94.2% | $6,853-92.7% | $11,409-95.6% |