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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 | $60,891 | $100,938-39.7% | $90,461-32.7% | $158,982-61.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 40.52% | 1727.20%-1686.7pp | 1294.76%-1254.2pp | 302.99%-262.5pp |
| Employer contribution / active EE | $2,950 | $3,691-20.1% | $3,264-9.6% | $4,763-38.1% |
| Participant deferral / active EE | $5,220 | $4,350+20.0% | $3,964+31.7% | $5,983-12.8% |
| Admin fee / account holder | $742 | $6,510-88.6% | $5,617-86.8% | $11,252-93.4% |