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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 | $72,446-48.3% | $67,561-44.5% | $145,877-74.3% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 11.80% | 7211.98%-7200.2pp | 3525.44%-3513.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $5,507 | $3,072+79.3% | $2,735+101.4% | $4,663+18.1% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,112 | $5,541+10.3% | $4,006+52.6% | $13,402-54.4% |