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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 | $27,216 | $58,391-53.4% | $76,667-64.5% | $72,976-62.7% |
| Participation rate | 96.7% | 67.4%+29.3pp | 72.1%+24.6pp | 69.5%+27.2pp |
| Annual return | 17.00% | 2306.65%-2289.6pp | 1166.74%-1149.7pp | 81.02%-64.0pp |
| Employer contribution / active EE | $5,301 | $1,787+196.7% | $2,303+130.2% | $2,440+117.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $973 | $4,014-75.8% | $6,423-84.9% | $5,124-81.0% |