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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 | $36,697 | $88,778-58.7% | $81,844-55.2% | $145,884-74.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.09% | 1033.03%-1017.9pp | 778.87%-763.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,000 | $3,087-2.8% | $2,916+2.9% | $4,662-35.7% |
| Participant deferral / active EE | $3,557 | $4,648-23.5% | $4,323-17.7% | $6,690-46.8% |
| Admin fee / account holder | $470 | $8,430-94.4% | $7,355-93.6% | $13,392-96.5% |