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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 | $9,262 | $96,419-90.4% | $80,648-88.5% | $139,487-93.4% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 34.97% | 1352.86%-1317.9pp | 937.21%-902.2pp | 373.84%-338.9pp |
| Employer contribution / active EE | $1,770 | $3,261-45.7% | $2,724-35.0% | $4,755-62.8% |
| Participant deferral / active EE | $3,600 | $5,225-31.1% | $4,443-19.0% | $6,713-46.4% |
| Admin fee / account holder | $893 | $6,605-86.5% | $5,382-83.4% | $11,407-92.2% |