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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 | $3,647 | $81,749-95.5% | $58,544-93.8% | $139,456-97.4% |
| Participation rate | 91.7% | 61.3%+30.3pp | 50.9%+40.8pp | 80.3%+11.3pp |
| Annual return | 32.59% | 7425.45%-7392.9pp | 4249.56%-4217.0pp | 373.45%-340.9pp |
| Employer contribution / active EE | $1,235 | $1,398-11.7% | $1,053+17.2% | $4,753-74.0% |
| Participant deferral / active EE | $1,412 | $2,555-44.7% | $1,923-26.6% | $6,711-79.0% |
| Admin fee / account holder | $415 | $3,272-87.3% | $2,520-83.5% | $11,407-96.4% |