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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 | $14,889 | $76,608-80.6% | $56,077-73.4% | $145,877-89.8% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 14.39% | 3009.59%-2995.2pp | 1709.28%-1694.9pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,253 | $1,382-9.3% | $1,040+20.4% | $4,663-73.1% |
| Participant deferral / active EE | $4,097 | $2,624+56.1% | $1,954+109.7% | $6,691-38.8% |
| Admin fee / account holder | $617 | $3,325-81.4% | $2,825-78.1% | $13,402-95.4% |