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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 | $44,500 | $176,120-74.7% | $159,487-72.1% | $167,553-73.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.19% | 331.95%-307.8pp | 263.71%-239.5pp | 478.89%-454.7pp |
| Employer contribution / active EE | $2,224 | $5,299-58.0% | $4,831-54.0% | $4,840-54.1% |
| Participant deferral / active EE | $3,260 | $7,752-57.9% | $7,354-55.7% | $6,343-48.6% |
| Admin fee / account holder | $400 | $12,561-96.8% | $10,804-96.3% | $12,316-96.8% |