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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 | $22,428 | $92,743-75.8% | $82,744-72.9% | $134,532-83.3% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | 27.38% | 946.63%-919.3pp | 702.22%-674.8pp | 418.27%-390.9pp |
| Employer contribution / active EE | $22,276 | $3,273+580.7% | $3,008+640.5% | $4,741+369.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,124 | $5,977-64.5% | $5,325-60.1% | $11,429-81.4% |