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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 | $1,979 | $72,071-97.3% | $68,368-97.1% | $137,256-98.6% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 23.50% | 353.14%-329.6pp | 292.57%-269.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $640 | $2,788-77.0% | $2,649-75.8% | $4,156-84.6% |
| Participant deferral / active EE | $771 | $4,410-82.5% | $4,123-81.3% | $6,407-88.0% |
| Admin fee / account holder | $653 | $5,336-87.8% | $5,150-87.3% | $12,270-94.7% |