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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 | $58,391-58.3% | $76,657-68.3% | $72,975-66.7% |
| Participation rate | 96.8% | 67.4%+29.4pp | 72.1%+24.7pp | 69.5%+27.3pp |
| Annual return | 17.70% | 2306.65%-2288.9pp | 1166.74%-1149.0pp | 81.01%-63.3pp |
| Employer contribution / active EE | $8,097 | $1,787+353.2% | $2,303+251.7% | $2,440+231.8% |
| Participant deferral / active EE | $5,423 | $2,690+101.6% | $3,335+62.6% | $3,608+50.3% |
| Admin fee / account holder | $423 | $4,014-89.5% | $6,423-93.4% | $5,124-91.7% |