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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 | $27,557 | $100,895-72.7% | $90,430-69.5% | $158,950-82.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 20.11% | 1725.54%-1705.4pp | 1293.73%-1273.6pp | 302.91%-282.8pp |
| Employer contribution / active EE | $1,769 | $3,689-52.1% | $3,262-45.8% | $4,762-62.9% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,330 | $6,505-79.6% | $5,613-76.3% | $11,248-88.2% |