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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 | $78,480 | $176,688-55.6% | $130,660-39.9% | $152,909-48.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 23.37% | 2693.08%-2669.7pp | 1709.29%-1685.9pp | 345.46%-322.1pp |
| Employer contribution / active EE | $230 | $5,743-96.0% | $4,092-94.4% | $4,764-95.2% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $728 | $7,131-89.8% | $5,463-86.7% | $11,601-93.7% |