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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 | $27,504 | $104,544-73.7% | $76,657-64.1% | $152,897-82.0% |
| Participation rate | 82.4% | 76.6%+5.7pp | 72.1%+10.3pp | 82.5%-0.1pp |
| Annual return | 14.25% | 1014.36%-1000.1pp | 1166.74%-1152.5pp | 345.43%-331.2pp |
| Employer contribution / active EE | $1,043 | $3,118-66.6% | $2,303-54.7% | $4,764-78.1% |
| Participant deferral / active EE | $1,327 | $4,236-68.7% | $3,335-60.2% | $5,851-77.3% |
| Admin fee / account holder | $703 | $12,286-94.3% | $6,423-89.1% | $11,599-93.9% |