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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 | $76,634-76.7% | $56,054-68.1% | $145,978-87.8% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.2pp |
| Annual return | 9.07% | 3004.33%-2995.3pp | 1705.95%-1696.9pp | 550.52%-541.4pp |
| Employer contribution / active EE | $4,091 | $1,380+196.4% | $1,039+293.7% | $4,662-12.2% |
| Participant deferral / active EE | $2,018 | $2,622-23.1% | $1,952+3.4% | $6,690-69.8% |
| Admin fee / account holder | $398 | $3,321-88.0% | $2,822-85.9% | $13,400-97.0% |