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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 | $14,719 | $65,434-77.5% | $98,483-85.1% | $85,847-82.9% |
| Participation rate | 95.6% | 65.0%+30.5pp | 73.3%+22.2pp | 69.3%+26.2pp |
| Annual return | 26.18% | 21.75%+4.4pp | 1494.38%-1468.2pp | 318.61%-292.4pp |
| Employer contribution / active EE | $444 | $2,169-79.5% | $2,961-85.0% | $2,565-82.7% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $624 | $4,595-86.4% | $5,953-89.5% | $6,261-90.0% |