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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 | $44,505 | $88,710-49.8% | $81,783-45.6% | $145,959-69.5% |
| Participation rate | 89.5% | 75.0%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 10.53% | 1027.26%-1016.7pp | 775.05%-764.5pp | 561.95%-551.4pp |
| Employer contribution / active EE | $5,391 | $3,083+74.8% | $2,913+85.1% | $4,661+15.7% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,301 | $8,407-36.9% | $7,380-28.2% | $13,398-60.4% |