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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 | $16,174 | $109,905-85.3% | $98,506-83.6% | $167,553-90.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 12.53% | 1960.20%-1947.7pp | 1494.92%-1482.4pp | 478.89%-466.4pp |
| Employer contribution / active EE | $1,809 | $3,226-43.9% | $2,961-38.9% | $4,840-62.6% |
| Participant deferral / active EE | $2,262 | $4,674-51.6% | $4,277-47.1% | $6,343-64.3% |
| Admin fee / account holder | $740 | $6,760-89.1% | $5,955-87.6% | $12,316-94.0% |