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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 | $8,092 | $72,403-88.8% | $67,524-88.0% | $145,978-94.5% |
| Participation rate | 95.8% | 76.9%+19.0pp | 72.9%+22.9pp | 80.3%+15.5pp |
| Annual return | 14.09% | 7197.23%-7183.1pp | 3519.41%-3505.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $885 | $4,782-81.5% | $4,001-77.9% | $6,690-86.8% |
| Admin fee / account holder | $1,634 | $5,541-70.5% | $4,001-59.1% | $13,400-87.8% |