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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 | $53,119 | $96,123-44.7% | $77,361-31.3% | $198,609-73.3% |
| Participation rate | 88.9% | 81.1%+7.8pp | 75.0%+13.9pp | 82.4%+6.5pp |
| Annual return | 10.74% | 2054.81%-2044.1pp | 1011.54%-1000.8pp | 202.70%-192.0pp |
| Employer contribution / active EE | $4,001 | $3,791+5.5% | $2,990+33.8% | $5,055-20.9% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,408 | $9,471-0.7% | $5,894+59.6% | $19,030-50.6% |