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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 | $15,913 | $72,446-78.0% | $67,561-76.4% | $145,877-89.1% |
| Participation rate | 94.4% | 76.9%+17.6pp | 72.9%+21.5pp | 80.3%+14.1pp |
| Annual return | 15.91% | 7211.98%-7196.1pp | 3525.44%-3509.5pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,501 | $3,072-51.1% | $2,735-45.1% | $4,663-67.8% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $860 | $5,541-84.5% | $4,006-78.5% | $13,402-93.6% |