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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 | $31,762 | $72,426-56.1% | $67,560-53.0% | $145,897-78.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 16.96% | 7226.78%-7209.8pp | 3533.50%-3516.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $4,389 | $3,074+42.8% | $2,737+60.4% | $4,663-5.9% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,768 | $5,514-49.8% | $3,994-30.7% | $13,390-79.3% |