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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 | $24,326 | $58,927-58.7% | $76,823-68.3% | $72,983-66.7% |
| Participation rate | 96.8% | 67.3%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 17.70% | 2305.64%-2287.9pp | 1166.42%-1148.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $8,097 | $1,787+353.2% | $2,302+251.7% | $2,440+231.9% |
| Participant deferral / active EE | $5,423 | $2,690+101.6% | $3,336+62.6% | $3,608+50.3% |
| Admin fee / account holder | $423 | $4,013-89.5% | $6,422-93.4% | $5,124-91.7% |