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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 | $76,522-76.6% | $56,033-68.1% | $145,884-87.7% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.1pp |
| Annual return | 9.07% | 3014.28%-3005.2pp | 1711.38%-1702.3pp | 551.85%-542.8pp |
| Employer contribution / active EE | $4,091 | $1,382+196.0% | $1,041+293.0% | $4,662-12.3% |
| Participant deferral / active EE | $2,018 | $2,624-23.1% | $1,954+3.3% | $6,690-69.8% |
| Admin fee / account holder | $398 | $3,328-88.0% | $2,827-85.9% | $13,392-97.0% |