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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 | $12,765 | $100,911-87.4% | $90,440-85.9% | $158,966-92.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 21.94% | 1726.62%-1704.7pp | 1294.38%-1272.4pp | 302.95%-281.0pp |
| Employer contribution / active EE | $223 | $3,690-93.9% | $3,263-93.2% | $4,762-95.3% |
| Participant deferral / active EE | $782 | $4,348-82.0% | $3,964-80.3% | $5,983-86.9% |
| Admin fee / account holder | $398 | $6,507-93.9% | $5,615-92.9% | $11,250-96.5% |