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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 | $32,162 | $84,685-62.0% | $73,836-56.4% | $125,389-74.4% |
| Participation rate | 95.7% | 76.8%+18.9pp | 73.4%+22.2pp | 83.2%+12.5pp |
| Annual return | 2.98% | 3123.80%-3120.8pp | 2268.06%-2265.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $1,087 | $3,123-65.2% | $2,787-61.0% | $4,866-77.7% |
| Participant deferral / active EE | $9,236 | $3,993+131.3% | $3,583+157.8% | $5,352+72.6% |
| Admin fee / account holder | $4,718 | $5,694-17.1% | $4,882-3.4% | $9,541-50.5% |