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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 | $9,737 | $100,938-90.4% | $90,461-89.2% | $158,982-93.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 12.61% | 1727.20%-1714.6pp | 1294.76%-1282.2pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,370 | $3,691-35.8% | $3,264-27.4% | $4,763-50.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,026 | $6,510-84.2% | $5,617-81.7% | $11,252-90.9% |