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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 | $37,484 | $72,426-48.2% | $67,560-44.5% | $145,897-74.3% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.80% | 7226.78%-7215.0pp | 3533.50%-3521.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,507 | $3,074+79.1% | $2,737+101.2% | $4,663+18.1% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,112 | $5,514+10.9% | $3,994+53.0% | $13,390-54.4% |