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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 | $28,145 | $56,197-49.9% | $67,652-58.4% | $59,633-52.8% |
| Participation rate | 95.2% | 71.5%+23.8pp | 75.7%+19.6pp | 68.7%+26.6pp |
| Annual return | 19.93% | 18508.10%-18488.2pp | 6625.40%-6605.5pp | 2041.45%-2021.5pp |
| Employer contribution / active EE | $3,333 | $1,615+106.4% | $2,266+47.1% | $2,203+51.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,104 | $3,958-72.1% | $4,821-77.1% | $4,297-74.3% |