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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 | $83,921 | $109,863-23.6% | $98,477-14.8% | $167,518-49.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 12.34% | 1958.09%-1945.8pp | 1493.59%-1481.2pp | 478.71%-466.4pp |
| Employer contribution / active EE | $5,132 | $3,225+59.1% | $2,961+73.3% | $4,838+6.1% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,130 | $6,755+124.0% | $5,951+154.2% | $12,312+22.9% |