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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 | $22,435 | $99,017-77.3% | $86,587-74.1% | $147,585-84.8% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 15.53% | 1312.37%-1296.8pp | 964.86%-949.3pp | 578.56%-563.0pp |
| Employer contribution / active EE | $2,651 | $3,132-15.4% | $2,839-6.6% | $4,876-45.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,272 | $5,710-77.7% | $4,906-74.1% | $10,885-88.3% |