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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 | $24,972 | $109,905-77.3% | $98,506-74.6% | $167,553-85.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 12.68% | 1960.20%-1947.5pp | 1494.92%-1482.2pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,387 | $3,226-57.0% | $2,961-53.2% | $4,840-71.4% |
| Participant deferral / active EE | $3,732 | $4,674-20.2% | $4,277-12.7% | $6,343-41.2% |
| Admin fee / account holder | $1,198 | $6,760-82.3% | $5,955-79.9% | $12,316-90.3% |