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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 | $27,756 | $109,863-74.7% | $98,477-71.8% | $167,518-83.4% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 9.39% | 1958.09%-1948.7pp | 1493.59%-1484.2pp | 478.71%-469.3pp |
| Employer contribution / active EE | $776 | $3,225-75.9% | $2,961-73.8% | $4,838-84.0% |
| Participant deferral / active EE | $1,617 | $4,673-65.4% | $4,276-62.2% | $6,342-74.5% |
| Admin fee / account holder | $575 | $6,755-91.5% | $5,951-90.3% | $12,312-95.3% |