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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 | $31,948 | $106,749-70.1% | $145,433-78.0% | $82,448-61.3% |
| Participation rate | 95.8% | 75.6%+20.2pp | 82.1%+13.7pp | 68.1%+27.8pp |
| Annual return | 1390.85% | 27.59%+1363.3pp | 66.58%+1324.3pp | 41.64%+1349.2pp |
| Employer contribution / active EE | $4,216 | $3,444+22.4% | $4,554-7.4% | $2,551+65.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,661 | $8,390-80.2% | $13,129-87.4% | $7,234-77.0% |