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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 | $38,869 | $96,123-59.6% | $77,361-49.8% | $198,609-80.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 75.0%+10.7pp | 82.4%+3.3pp |
| Annual return | 9.54% | 2054.81%-2045.3pp | 1011.54%-1002.0pp | 202.70%-193.2pp |
| Employer contribution / active EE | $5,582 | $3,791+47.3% | $2,990+86.7% | $5,055+10.4% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $304 | $9,471-96.8% | $5,894-94.8% | $19,030-98.4% |