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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 | $12,941 | $72,465-82.1% | $67,575-80.8% | $145,884-91.1% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 16.04% | 7222.56%-7206.5pp | 3528.98%-3512.9pp | 551.85%-535.8pp |
| Employer contribution / active EE | $687 | $3,074-77.7% | $2,736-74.9% | $4,662-85.3% |
| Participant deferral / active EE | $8,312 | $4,786+73.7% | $4,003+107.6% | $6,690+24.2% |
| Admin fee / account holder | $359 | $5,515-93.5% | $3,993-91.0% | $13,392-97.3% |