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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 | $22,886 | $72,403-68.4% | $67,524-66.1% | $145,978-84.3% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 15.99% | 7197.23%-7181.2pp | 3519.41%-3503.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $4,809 | $3,072+56.6% | $2,734+75.9% | $4,662+3.1% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $303 | $5,541-94.5% | $4,001-92.4% | $13,400-97.7% |