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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 | $9,890 | $76,608-87.1% | $56,077-82.4% | $145,877-93.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 19.66% | 3009.59%-2989.9pp | 1709.28%-1689.6pp | 551.28%-531.6pp |
| Employer contribution / active EE | $599 | $1,382-56.7% | $1,040-42.5% | $4,663-87.2% |
| Participant deferral / active EE | $1,812 | $2,624-31.0% | $1,954-7.3% | $6,691-72.9% |
| Admin fee / account holder | $378 | $3,325-88.6% | $2,825-86.6% | $13,402-97.2% |