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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 | $22,886 | $72,465-68.4% | $67,575-66.1% | $145,884-84.3% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+19.9pp | 80.3%+12.6pp |
| Annual return | 15.99% | 7222.56%-7206.6pp | 3528.98%-3513.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $4,809 | $3,074+56.5% | $2,736+75.8% | $4,662+3.1% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $303 | $5,515-94.5% | $3,993-92.4% | $13,392-97.7% |