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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 | $38,517 | $88,815-56.6% | $81,882-53.0% | $145,897-73.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.55% | 1033.75%-1023.2pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,000 | $3,086-35.2% | $2,916-31.4% | $4,663-57.1% |
| Participant deferral / active EE | $2,000 | $4,647-57.0% | $4,323-53.7% | $6,689-70.1% |
| Admin fee / account holder | $6,389 | $8,434-24.2% | $7,360-13.2% | $13,390-52.3% |