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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 | $27,150 | $100,938-73.1% | $90,461-70.0% | $158,982-82.9% |
| Participation rate | 90.5% | 75.0%+15.4pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | 15.86% | 1727.20%-1711.3pp | 1294.76%-1278.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $750 | $3,691-79.7% | $3,264-77.0% | $4,763-84.3% |
| Participant deferral / active EE | $1,776 | $4,350-59.2% | $3,964-55.2% | $5,983-70.3% |
| Admin fee / account holder | $1,709 | $6,510-73.8% | $5,617-69.6% | $11,252-84.8% |