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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 | $15,242 | $169,356-91.0% | $129,406-88.2% | $145,897-89.6% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 21.10% | 14418.62%-14397.5pp | 9468.18%-9447.1pp | 552.29%-531.2pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,897 | $4,987-21.9% | $4,167-6.5% | $6,689-41.7% |
| Admin fee / account holder | $1,304 | $9,915-86.8% | $7,689-83.0% | $13,390-90.3% |