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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 | $76,608-73.7% | $56,077-64.1% | $145,877-86.2% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 6.51% | 3009.59%-3003.1pp | 1709.28%-1702.8pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,489 | $1,382+7.8% | $1,040+43.1% | $4,663-68.1% |
| Participant deferral / active EE | $493 | $2,624-81.2% | $1,954-74.8% | $6,691-92.6% |
| Admin fee / account holder | $1,067 | $3,325-67.9% | $2,825-62.2% | $13,402-92.0% |