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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 | $47,890 | $150,412-68.2% | $120,574-60.3% | $145,884-67.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.74% | 154.50%-143.8pp | 107.42%-96.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,000 | $4,355-54.1% | $3,471-42.4% | $4,662-57.1% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $590 | $12,224-95.2% | $9,445-93.8% | $13,392-95.6% |