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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 | $49,772 | $106,005-53.0% | $92,239-46.0% | $147,585-66.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.63% | 50.05%-29.4pp | 176.29%-155.7pp | 578.58%-558.0pp |
| Employer contribution / active EE | $840 | $4,333-80.6% | $3,680-77.2% | $4,876-82.8% |
| Participant deferral / active EE | $1,400 | $4,478-68.7% | $3,897-64.1% | $5,439-74.3% |
| Admin fee / account holder | $868 | $6,333-86.3% | $5,194-83.3% | $10,886-92.0% |