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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 | $32,784 | $70,587-53.6% | $124,693-73.7% | $85,847-61.8% |
| Participation rate | 95.8% | 64.4%+31.4pp | 74.6%+21.2pp | 69.3%+26.5pp |
| Annual return | 15.13% | 20688.83%-20673.7pp | 5144.19%-5129.1pp | 318.61%-303.5pp |
| Employer contribution / active EE | $2,871 | $1,913+50.1% | $3,324-13.6% | $2,565+11.9% |
| Participant deferral / active EE | $5,019 | $2,969+69.1% | $4,615+8.7% | $3,952+27.0% |
| Admin fee / account holder | $2,161 | $5,282-59.1% | $7,494-71.2% | $6,261-65.5% |