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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 | $25,666 | $102,663-75.0% | $86,216-70.2% | $139,466-81.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 9.92% | 1924.52%-1914.6pp | 1169.42%-1159.5pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,188 | $3,035-60.9% | $2,382-50.1% | $4,754-75.0% |
| Participant deferral / active EE | $2,644 | $4,677-43.5% | $3,986-33.7% | $6,712-60.6% |
| Admin fee / account holder | $5,368 | $8,663-38.0% | $6,853-21.7% | $11,409-52.9% |