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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 | $72,465-56.2% | $67,575-53.0% | $145,884-78.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 16.96% | 7222.56%-7205.6pp | 3528.98%-3512.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $4,389 | $3,074+42.8% | $2,736+60.4% | $4,662-5.9% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,768 | $5,515-49.8% | $3,993-30.7% | $13,392-79.3% |