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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 | $25,993 | $70,587-63.2% | $124,693-79.2% | $85,847-69.7% |
| Participation rate | 83.9% | 64.4%+19.5pp | 74.6%+9.3pp | 69.3%+14.6pp |
| Annual return | 20.16% | 20688.83%-20668.7pp | 5144.19%-5124.0pp | 318.61%-298.5pp |
| Employer contribution / active EE | $2,115 | $1,913+10.5% | $3,324-36.4% | $2,565-17.6% |
| Participant deferral / active EE | $2,633 | $2,969-11.3% | $4,615-42.9% | $3,952-33.4% |
| Admin fee / account holder | $4,567 | $5,282-13.5% | $7,494-39.1% | $6,261-27.0% |