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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 | $12,269 | $76,634-84.0% | $56,054-78.1% | $145,978-91.6% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 14.59% | 3004.33%-2989.7pp | 1705.95%-1691.4pp | 550.52%-535.9pp |
| Employer contribution / active EE | $94 | $1,380-93.2% | $1,039-90.9% | $4,662-98.0% |
| Participant deferral / active EE | $2,199 | $2,622-16.1% | $1,952+12.7% | $6,690-67.1% |
| Admin fee / account holder | $743 | $3,321-77.6% | $2,822-73.7% | $13,400-94.5% |