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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 | $13,924 | $96,678-85.6% | $86,640-83.9% | $139,466-90.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 12.72% | 106.69%-94.0pp | 592.52%-579.8pp | 373.66%-360.9pp |
| Employer contribution / active EE | $643 | $3,265-80.3% | $3,024-78.7% | $4,754-86.5% |
| Participant deferral / active EE | $1,066 | $4,837-78.0% | $4,438-76.0% | $6,712-84.1% |
| Admin fee / account holder | $2,282 | $6,410-64.4% | $5,616-59.4% | $11,409-80.0% |