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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 | $26,390 | $176,688-85.1% | $130,660-79.8% | $152,909-82.7% |
| Participation rate | 88.2% | 79.0%+9.3pp | 71.7%+16.5pp | 82.5%+5.8pp |
| Annual return | 11.79% | 2693.08%-2681.3pp | 1709.29%-1697.5pp | 345.46%-333.7pp |
| Employer contribution / active EE | $954 | $5,743-83.4% | $4,092-76.7% | $4,764-80.0% |
| Participant deferral / active EE | $2,038 | $4,362-53.3% | $3,603-43.4% | $5,851-65.2% |
| Admin fee / account holder | $29,012 | $7,131+306.8% | $5,463+431.0% | $11,601+150.1% |