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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 | $17,876 | $76,608-76.7% | $56,077-68.1% | $145,877-87.7% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+41.9pp | 80.3%+14.1pp |
| Annual return | 9.07% | 3009.59%-3000.5pp | 1709.28%-1700.2pp | 551.28%-542.2pp |
| Employer contribution / active EE | $4,091 | $1,382+196.1% | $1,040+293.2% | $4,663-12.3% |
| Participant deferral / active EE | $2,018 | $2,624-23.1% | $1,954+3.3% | $6,691-69.8% |
| Admin fee / account holder | $398 | $3,325-88.0% | $2,825-85.9% | $13,402-97.0% |