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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 | $16,688 | $76,608-78.2% | $56,077-70.2% | $145,877-88.6% |
| Participation rate | 78.6% | 63.2%+15.3pp | 52.5%+26.1pp | 80.3%-1.7pp |
| Annual return | 21.71% | 3009.59%-2987.9pp | 1709.28%-1687.6pp | 551.28%-529.6pp |
| Employer contribution / active EE | $248 | $1,382-82.0% | $1,040-76.2% | $4,663-94.7% |
| Participant deferral / active EE | $1,230 | $2,624-53.1% | $1,954-37.1% | $6,691-81.6% |
| Admin fee / account holder | $2,423 | $3,325-27.1% | $2,825-14.2% | $13,402-81.9% |