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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 | $76,634-97.8% | $56,054-97.0% | $145,978-98.9% |
| Participation rate | 86.7% | 63.2%+23.4pp | 52.5%+34.2pp | 80.3%+6.4pp |
| Annual return | 12.08% | 3004.33%-2992.2pp | 1705.95%-1693.9pp | 550.52%-538.4pp |
| Employer contribution / active EE | $746 | $1,380-46.0% | $1,039-28.2% | $4,662-84.0% |
| Participant deferral / active EE | $803 | $2,622-69.4% | $1,952-58.9% | $6,690-88.0% |
| Admin fee / account holder | $330 | $3,321-90.1% | $2,822-88.3% | $13,400-97.5% |