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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 | $1,758 | $81,763-97.8% | $58,561-97.0% | $139,466-98.7% |
| Participation rate | 84.6% | 61.3%+23.3pp | 50.9%+33.7pp | 80.3%+4.3pp |
| Annual return | 30.72% | 7427.77%-7397.1pp | 4251.33%-4220.6pp | 373.66%-342.9pp |
| Employer contribution / active EE | $558 | $1,398-60.1% | $1,053-47.0% | $4,754-88.3% |
| Participant deferral / active EE | $884 | $2,555-65.4% | $1,923-54.0% | $6,712-86.8% |
| Admin fee / account holder | $1,969 | $3,273-39.8% | $2,520-21.9% | $11,409-82.7% |