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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 | $20,676 | $90,617-77.2% | $79,476-74.0% | $135,382-84.7% |
| Participation rate | 83.3% | 76.1%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 3.94% | 977.57%-973.6pp | 718.21%-714.3pp | 519.77%-515.8pp |
| Employer contribution / active EE | $2,144 | $3,068-30.1% | $2,800-23.4% | $4,779-55.1% |
| Participant deferral / active EE | $5,315 | $4,050+31.2% | $3,704+43.5% | $5,609-5.2% |
| Admin fee / account holder | $39,258 | $5,907+564.6% | $5,113+667.8% | $10,829+262.5% |