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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 | $30,383 | $81,763-62.8% | $58,561-48.1% | $139,466-78.2% |
| Participation rate | 95.5% | 61.3%+34.1pp | 50.9%+44.6pp | 80.3%+15.1pp |
| Annual return | 23.15% | 7427.77%-7404.6pp | 4251.33%-4228.2pp | 373.66%-350.5pp |
| Employer contribution / active EE | $4,386 | $1,398+213.7% | $1,053+316.3% | $4,754-7.7% |
| Participant deferral / active EE | $3,494 | $2,555+36.8% | $1,923+81.7% | $6,712-47.9% |
| Admin fee / account holder | $2,096 | $3,273-36.0% | $2,520-16.8% | $11,409-81.6% |