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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 | $88,778-70.0% | $81,844-67.5% | $145,884-81.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 12.48% | 1033.03%-1020.5pp | 778.87%-766.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,528 | $3,087+14.3% | $2,916+21.0% | $4,662-24.3% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,304 | $8,430-72.7% | $7,355-68.7% | $13,392-82.8% |