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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 | $1,646 | $76,522-97.8% | $56,033-97.1% | $145,884-98.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 14.46% | 3014.28%-2999.8pp | 1711.38%-1696.9pp | 551.85%-537.4pp |
| Employer contribution / active EE | $749 | $1,382-45.8% | $1,041-28.0% | $4,662-83.9% |
| Participant deferral / active EE | $883 | $2,624-66.3% | $1,954-54.8% | $6,690-86.8% |
| Admin fee / account holder | $1,765 | $3,328-47.0% | $2,827-37.6% | $13,392-86.8% |