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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 | $24,839 | $176,688-85.9% | $130,660-81.0% | $152,909-83.8% |
| Participation rate | 81.8% | 79.0%+2.8pp | 71.7%+10.1pp | 82.5%-0.6pp |
| Annual return | 19.05% | 2693.08%-2674.0pp | 1709.29%-1690.2pp | 345.46%-326.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $512 | $4,362-88.3% | $3,603-85.8% | $5,851-91.3% |
| Admin fee / account holder | $665 | $7,131-90.7% | $5,463-87.8% | $11,601-94.3% |