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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 | $31,546 | $72,465-56.5% | $67,575-53.3% | $145,884-78.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 11.90% | 7222.56%-7210.7pp | 3528.98%-3517.1pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,544 | $3,074+47.8% | $2,736+66.1% | $4,662-2.5% |
| Participant deferral / active EE | $12,942 | $4,786+170.4% | $4,003+223.3% | $6,690+93.5% |
| Admin fee / account holder | $3,585 | $5,515-35.0% | $3,993-10.2% | $13,392-73.2% |