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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 | $49,402 | $100,895-51.0% | $90,430-45.4% | $158,950-68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 32.66% | 1725.54%-1692.9pp | 1293.73%-1261.1pp | 302.91%-270.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,065 | $4,347-29.5% | $3,963-22.7% | $5,983-48.8% |
| Admin fee / account holder | $485 | $6,505-92.5% | $5,613-91.4% | $11,248-95.7% |