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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 | $88,710-66.9% | $81,783-64.1% | $145,959-79.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.05% | 1027.26%-1015.2pp | 775.05%-763.0pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,659 | $3,083-13.8% | $2,913-8.7% | $4,661-43.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,095 | $8,407-63.2% | $7,380-58.1% | $13,398-76.9% |