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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 | $27,740 | $72,426-61.7% | $67,560-58.9% | $145,897-81.0% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 14.44% | 7226.78%-7212.3pp | 3533.50%-3519.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $15,016 | $3,074+388.4% | $2,737+448.7% | $4,663+222.1% |
| Participant deferral / active EE | $24,127 | $4,785+404.2% | $4,004+502.6% | $6,689+260.7% |
| Admin fee / account holder | $5,179 | $5,514-6.1% | $3,994+29.7% | $13,390-61.3% |