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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 | $26,702 | $109,830-75.7% | $98,452-72.9% | $167,497-84.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 15.41% | 1957.04%-1941.6pp | 1492.96%-1477.6pp | 478.62%-463.2pp |
| Employer contribution / active EE | $1,776 | $3,224-44.9% | $2,960-40.0% | $4,838-63.3% |
| Participant deferral / active EE | $3,623 | $4,673-22.5% | $4,276-15.3% | $6,341-42.9% |
| Admin fee / account holder | $4,003 | $6,751-40.7% | $5,948-32.7% | $12,310-67.5% |