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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 | $15,340 | $72,465-78.8% | $67,575-77.3% | $145,884-89.5% |
| Participation rate | 73.7% | 76.9%-3.2pp | 72.9%+0.8pp | 80.3%-6.6pp |
| Annual return | 10.26% | 7222.56%-7212.3pp | 3528.98%-3518.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,116 | $4,786-76.7% | $4,003-72.1% | $6,690-83.3% |
| Admin fee / account holder | $687 | $5,515-87.5% | $3,993-82.8% | $13,392-94.9% |