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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 | $29,358 | $88,702-66.9% | $81,780-64.1% | $145,978-79.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.05% | 1029.12%-1017.1pp | 776.27%-764.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,659 | $3,084-13.8% | $2,914-8.8% | $4,662-43.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,095 | $8,414-63.2% | $7,384-58.1% | $13,400-76.9% |