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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 | $72,426-66.1% | $67,560-63.7% | $145,897-83.2% |
| Participation rate | 90.9% | 76.9%+14.0pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 29.86% | 7226.78%-7196.9pp | 3533.50%-3503.6pp | 552.29%-522.4pp |
| Employer contribution / active EE | $3,595 | $3,074+16.9% | $2,737+31.4% | $4,663-22.9% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $661 | $5,514-88.0% | $3,994-83.4% | $13,390-95.1% |