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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 | $31,284 | $96,123-67.5% | $77,361-59.6% | $198,609-84.2% |
| Participation rate | 71.4% | 81.1%-9.7pp | 75.0%-3.5pp | 82.4%-10.9pp |
| Annual return | 15.91% | 2054.81%-2038.9pp | 1011.54%-995.6pp | 202.70%-186.8pp |
| Employer contribution / active EE | $7,022 | $3,791+85.2% | $2,990+134.8% | $5,055+38.9% |
| Participant deferral / active EE | $9,750 | $4,975+96.0% | $3,911+149.3% | $6,977+39.7% |
| Admin fee / account holder | $4,640 | $9,471-51.0% | $5,894-21.3% | $19,030-75.6% |