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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 | $28,902 | $176,688-83.6% | $130,660-77.9% | $152,897-81.1% |
| Participation rate | 90.5% | 79.0%+11.5pp | 71.7%+18.7pp | 82.5%+8.0pp |
| Annual return | 17.79% | 2693.08%-2675.3pp | 1709.29%-1691.5pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,002 | $5,743-65.1% | $4,092-51.1% | $4,764-58.0% |
| Participant deferral / active EE | $2,019 | $4,362-53.7% | $3,603-44.0% | $5,851-65.5% |
| Admin fee / account holder | $5,095 | $7,131-28.6% | $5,463-6.7% | $11,599-56.1% |