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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 | $44,776 | $226,135-80.2% | $182,558-75.5% | $152,909-70.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.82% | 192.60%-175.8pp | 148.59%-131.8pp | 345.46%-328.6pp |
| Employer contribution / active EE | $3,502 | $4,979-29.7% | $4,076-14.1% | $4,764-26.5% |
| Participant deferral / active EE | $5,000 | $6,371-21.5% | $5,526-9.5% | $5,851-14.5% |
| Admin fee / account holder | $1,820 | $10,707-83.0% | $8,594-78.8% | $11,601-84.3% |