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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 | $9,474 | $76,519-87.6% | $56,025-83.1% | $145,897-93.5% |
| Participation rate | 70.0% | 63.2%+6.8pp | 52.5%+17.5pp | 80.3%-10.3pp |
| Annual return | 25.01% | 3017.03%-2992.0pp | 1712.69%-1687.7pp | 552.29%-527.3pp |
| Employer contribution / active EE | $491 | $1,383-64.5% | $1,042-52.9% | $4,663-89.5% |
| Participant deferral / active EE | $1,380 | $2,624-47.4% | $1,955-29.4% | $6,689-79.4% |
| Admin fee / account holder | $303 | $3,331-90.9% | $2,828-89.3% | $13,390-97.7% |