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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 | $32,682 | $149,040-78.1% | $120,225-72.8% | $137,256-76.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.58% | 605.68%-594.1pp | 439.23%-427.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,069 | $4,350-75.4% | $3,475-69.2% | $4,156-74.3% |
| Participant deferral / active EE | $1,450 | $4,655-68.8% | $3,999-63.7% | $6,407-77.4% |
| Admin fee / account holder | $4,147 | $6,348-34.7% | $5,696-27.2% | $12,270-66.2% |