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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 | $30,949 | $86,298-64.1% | $111,308-72.2% | $85,847-63.9% |
| Participation rate | 98.1% | 73.3%+24.8pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 19.46% | 19.99%-0.5pp | 54.67%-35.2pp | 318.61%-299.1pp |
| Employer contribution / active EE | $3,235 | $2,044+58.3% | $2,732+18.4% | $2,565+26.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $863 | $8,189-89.5% | $7,965-89.2% | $6,261-86.2% |