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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 | $26,545 | $109,863-75.8% | $98,477-73.0% | $167,518-84.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 14.88% | 1958.09%-1943.2pp | 1493.59%-1478.7pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,144 | $3,225-64.5% | $2,961-61.4% | $4,838-76.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $657 | $6,755-90.3% | $5,951-89.0% | $12,312-94.7% |