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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 | $7,201 | $76,522-90.6% | $56,033-87.1% | $145,884-95.1% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.4pp |
| Annual return | 6.54% | 3014.28%-3007.7pp | 1711.38%-1704.8pp | 551.85%-545.3pp |
| Employer contribution / active EE | $470 | $1,382-66.0% | $1,041-54.8% | $4,662-89.9% |
| Participant deferral / active EE | $847 | $2,624-67.7% | $1,954-56.7% | $6,690-87.3% |
| Admin fee / account holder | $318 | $3,328-90.5% | $2,827-88.8% | $13,392-97.6% |