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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 | $16,716 | $95,383-82.5% | $185,837-91.0% | $85,856-80.5% |
| Participation rate | 91.1% | 68.8%+22.3pp | 81.7%+9.4pp | 69.3%+21.8pp |
| Annual return | 136.97% | 23.59%+113.4pp | 122.08%+14.9pp | 318.58%-181.6pp |
| Employer contribution / active EE | $685 | $3,313-79.3% | $5,168-86.7% | $2,565-73.3% |
| Participant deferral / active EE | $6,797 | $3,423+98.6% | $5,568+22.1% | $3,952+72.0% |
| Admin fee / account holder | $1,798 | $7,213-75.1% | $16,241-88.9% | $6,261-71.3% |