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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 | $33,095 | $45,152-26.7% | $73,836-55.2% | $59,633-44.5% |
| Participation rate | 95.7% | 64.0%+31.6pp | 73.4%+22.2pp | 68.7%+27.0pp |
| Annual return | 4.37% | 27.40%-23.0pp | 2268.06%-2263.7pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $6,557 | $1,901+244.9% | $2,787+135.2% | $2,203+197.7% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,164 | $3,515+18.5% | $4,882-14.7% | $4,297-3.1% |