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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 | $24,552 | $72,446-66.1% | $67,561-63.7% | $145,877-83.2% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 29.86% | 7211.98%-7182.1pp | 3525.44%-3495.6pp | 551.28%-521.4pp |
| Employer contribution / active EE | $3,595 | $3,072+17.0% | $2,735+31.5% | $4,663-22.9% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $661 | $5,541-88.1% | $4,006-83.5% | $13,402-95.1% |