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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 | $49,615 | $73,518-32.5% | $63,005-21.3% | $147,585-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.91% | 175.46%-160.5pp | 87.59%-72.7pp | 578.58%-563.7pp |
| Employer contribution / active EE | $751 | $3,322-77.4% | $2,760-72.8% | $4,876-84.6% |
| Participant deferral / active EE | $1,776 | $4,183-57.5% | $3,329-46.7% | $5,439-67.3% |
| Admin fee / account holder | $1,917 | $5,952-67.8% | $3,599-46.8% | $10,886-82.4% |