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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 | $61,748 | $100,895-38.8% | $90,430-31.7% | $158,950-61.2% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 12.55% | 1725.54%-1713.0pp | 1293.73%-1281.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $10,546 | $3,689+185.9% | $3,262+223.3% | $4,762+121.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $522 | $6,505-92.0% | $5,613-90.7% | $11,248-95.4% |