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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 | $34,321 | $88,815-61.4% | $81,882-58.1% | $145,897-76.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.17% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $4,903 | $3,086+58.9% | $2,916+68.1% | $4,663+5.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,143 | $8,434-74.6% | $7,360-70.9% | $13,390-84.0% |