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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 | $7,697 | $76,522-89.9% | $56,033-86.3% | $145,884-94.7% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 68.96% | 3014.28%-2945.3pp | 1711.38%-1642.4pp | 551.85%-482.9pp |
| Employer contribution / active EE | $2,810 | $1,382+103.3% | $1,041+169.9% | $4,662-39.7% |
| Participant deferral / active EE | $4,531 | $2,624+72.7% | $1,954+131.9% | $6,690-32.3% |
| Admin fee / account holder | $322 | $3,328-90.3% | $2,827-88.6% | $13,392-97.6% |