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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 | $1,666 | $76,608-97.8% | $56,077-97.0% | $145,877-98.9% |
| Participation rate | 86.7% | 63.2%+23.4pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 12.08% | 3009.59%-2997.5pp | 1709.28%-1697.2pp | 551.28%-539.2pp |
| Employer contribution / active EE | $746 | $1,382-46.0% | $1,040-28.3% | $4,663-84.0% |
| Participant deferral / active EE | $803 | $2,624-69.4% | $1,954-58.9% | $6,691-88.0% |
| Admin fee / account holder | $330 | $3,325-90.1% | $2,825-88.3% | $13,402-97.5% |