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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 | $39,535 | $97,732-59.5% | $83,831-52.8% | $135,380-70.8% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | 6.73% | 1287.56%-1280.8pp | 850.99%-844.3pp | 519.81%-513.1pp |
| Employer contribution / active EE | $12,637 | $4,222+199.3% | $3,631+248.0% | $4,779+164.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,578 | $6,675-16.4% | $5,479+1.8% | $10,828-48.5% |