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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 | $20,371 | $78,694-74.1% | $67,652-69.9% | $125,389-83.8% |
| Participation rate | 95.0% | 78.8%+16.2pp | 75.7%+19.3pp | 83.2%+11.8pp |
| Annual return | 0.23% | 9.46%-9.2pp | 6625.40%-6625.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $3,964 | $3,044+30.2% | $2,266+75.0% | $4,866-18.5% |
| Participant deferral / active EE | $3,831 | $4,292-10.7% | $3,560+7.6% | $5,352-28.4% |
| Admin fee / account holder | $7,652 | $7,403+3.4% | $4,821+58.7% | $9,541-19.8% |