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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 | $24,954 | $156,927-84.1% | $121,169-79.4% | $139,456-82.1% |
| Participation rate | 91.7% | 76.4%+15.2pp | 69.5%+22.1pp | 80.3%+11.3pp |
| Annual return | 13.33% | 1475.85%-1462.5pp | 986.71%-973.4pp | 373.45%-360.1pp |
| Employer contribution / active EE | $283 | $5,542-94.9% | $4,168-93.2% | $4,753-94.0% |
| Participant deferral / active EE | $1,632 | $4,848-66.3% | $4,083-60.0% | $6,711-75.7% |
| Admin fee / account holder | $2,695 | $6,946-61.2% | $5,645-52.3% | $11,407-76.4% |