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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 | $26,625 | $88,710-70.0% | $81,783-67.4% | $145,959-81.8% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.48% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $3,528 | $3,083+14.4% | $2,913+21.1% | $4,661-24.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,304 | $8,407-72.6% | $7,380-68.8% | $13,398-82.8% |