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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 | $2,976 | $76,608-96.1% | $56,077-94.7% | $145,877-98.0% |
| Participation rate | 91.7% | 63.2%+28.4pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 9.41% | 3009.59%-3000.2pp | 1709.28%-1699.9pp | 551.28%-541.9pp |
| Employer contribution / active EE | $398 | $1,382-71.2% | $1,040-61.8% | $4,663-91.5% |
| Participant deferral / active EE | $1,546 | $2,624-41.1% | $1,954-20.9% | $6,691-76.9% |
| Admin fee / account holder | $2,830 | $3,325-14.9% | $2,825+0.2% | $13,402-78.9% |