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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 | $22,963 | $96,419-76.2% | $80,648-71.5% | $139,487-83.5% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 18.83% | 1352.86%-1334.0pp | 937.21%-918.4pp | 373.84%-355.0pp |
| Employer contribution / active EE | $639 | $3,261-80.4% | $2,724-76.5% | $4,755-86.6% |
| Participant deferral / active EE | $7,896 | $5,225+51.1% | $4,443+77.7% | $6,713+17.6% |
| Admin fee / account holder | $314 | $6,605-95.2% | $5,382-94.2% | $11,407-97.2% |