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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 | $10,715 | $109,863-90.2% | $98,477-89.1% | $167,518-93.6% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 14.33% | 1958.09%-1943.8pp | 1493.59%-1479.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $690 | $3,225-78.6% | $2,961-76.7% | $4,838-85.7% |
| Participant deferral / active EE | $1,294 | $4,673-72.3% | $4,276-69.7% | $6,342-79.6% |
| Admin fee / account holder | $2,081 | $6,755-69.2% | $5,951-65.0% | $12,312-83.1% |