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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 | $18,399 | $156,963-88.3% | $121,204-84.8% | $139,466-86.8% |
| Participation rate | 92.9% | 76.5%+16.4pp | 69.5%+23.3pp | 80.3%+12.5pp |
| Annual return | 9.75% | 1476.75%-1467.0pp | 987.18%-977.4pp | 373.66%-363.9pp |
| Employer contribution / active EE | $1,251 | $5,544-77.4% | $4,170-70.0% | $4,754-73.7% |
| Participant deferral / active EE | $2,149 | $4,848-55.7% | $4,083-47.4% | $6,712-68.0% |
| Admin fee / account holder | $740 | $6,953-89.4% | $5,651-86.9% | $11,409-93.5% |