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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 | $20,149 | $76,519-73.7% | $56,025-64.0% | $145,897-86.2% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 6.51% | 3017.03%-3010.5pp | 1712.69%-1706.2pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,489 | $1,383+7.6% | $1,042+43.0% | $4,663-68.1% |
| Participant deferral / active EE | $493 | $2,624-81.2% | $1,955-74.8% | $6,689-92.6% |
| Admin fee / account holder | $1,067 | $3,331-68.0% | $2,828-62.3% | $13,390-92.0% |