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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 | $16,904 | $138,102-87.8% | $125,381-86.5% | $134,532-87.4% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 114738.82% | 750.73%+113988.1pp | 572.31%+114166.5pp | 418.27%+114320.6pp |
| Employer contribution / active EE | $1,624 | $5,245-69.0% | $4,815-66.3% | $4,741-65.7% |
| Participant deferral / active EE | $3,280 | $7,801-58.0% | $7,448-56.0% | $6,401-48.8% |
| Admin fee / account holder | $858 | $11,568-92.6% | $10,007-91.4% | $11,429-92.5% |