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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 | $88,754-61.3% | $81,820-58.1% | $145,877-76.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 12.17% | 1031.77%-1019.6pp | 777.93%-765.8pp | 551.28%-539.1pp |
| Employer contribution / active EE | $4,903 | $3,085+58.9% | $2,915+68.2% | $4,663+5.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,143 | $8,424-74.6% | $7,391-71.0% | $13,402-84.0% |