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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 | $100,911-72.7% | $90,440-69.5% | $158,966-82.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.5pp | 82.0%+6.3pp |
| Annual return | 20.11% | 1726.62%-1706.5pp | 1294.38%-1274.3pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,769 | $3,690-52.1% | $3,263-45.8% | $4,762-62.9% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,330 | $6,507-79.6% | $5,615-76.3% | $11,250-88.2% |