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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 | $42,851 | $211,239-79.7% | $178,528-76.0% | $145,877-70.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 296.09% | 30.22%+265.9pp | 27.11%+269.0pp | 551.28%-255.2pp |
| Employer contribution / active EE | $3,000 | $4,570-34.4% | $3,950-24.1% | $4,663-35.7% |
| Participant deferral / active EE | $6,240 | $6,963-10.4% | $6,278-0.6% | $6,691-6.7% |
| Admin fee / account holder | $400 | $12,095-96.7% | $10,419-96.2% | $13,402-97.0% |