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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 | $39,843 | $149,040-73.3% | $120,225-66.9% | $137,256-71.0% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 16.00% | 605.68%-589.7pp | 439.23%-423.2pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,139 | $4,350-73.8% | $3,475-67.2% | $4,156-72.6% |
| Participant deferral / active EE | $2,227 | $4,655-52.2% | $3,999-44.3% | $6,407-65.2% |
| Admin fee / account holder | $600 | $6,348-90.6% | $5,696-89.5% | $12,270-95.1% |