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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 | $15,288 | $124,175-87.7% | $108,405-85.9% | $167,536-90.9% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.7pp |
| Annual return | 65.91% | 1380.13%-1314.2pp | 905.55%-839.6pp | 478.82%-412.9pp |
| Employer contribution / active EE | $1,567 | $4,188-62.6% | $3,559-56.0% | $4,839-67.6% |
| Participant deferral / active EE | $4,287 | $6,908-38.0% | $6,563-34.7% | $6,342-32.4% |
| Admin fee / account holder | $454 | $9,457-95.2% | $7,297-93.8% | $12,315-96.3% |