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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 | $25,397 | $169,361-85.0% | $129,397-80.4% | $145,877-82.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 16.77% | 14395.54%-14378.8pp | 9453.98%-9437.2pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,256 | $5,542-41.2% | $4,154-21.6% | $4,663-30.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,366 | $9,903-5.4% | $7,679+22.0% | $13,402-30.1% |