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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 | $27,846 | $68,097-59.1% | $62,929-55.7% | $137,256-79.7% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 14.76% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $774 | $2,811-72.5% | $2,505-69.1% | $4,156-81.4% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $401 | $6,521-93.9% | $5,065-92.1% | $12,270-96.7% |