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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 | $41,464 | $107,363-61.4% | $92,909-55.4% | $152,897-72.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.50% | 145.63%-126.1pp | 109.44%-89.9pp | 345.43%-325.9pp |
| Employer contribution / active EE | $1,549 | $4,222-63.3% | $3,653-57.6% | $4,764-67.5% |
| Participant deferral / active EE | $1,549 | $4,848-68.0% | $4,238-63.4% | $5,851-73.5% |
| Admin fee / account holder | $1,278 | $7,082-82.0% | $5,795-77.9% | $11,599-89.0% |