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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 | $2,407 | $76,608-96.9% | $56,077-95.7% | $145,877-98.3% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.9pp | 80.3%+2.1pp |
| Annual return | 21.69% | 3009.59%-2987.9pp | 1709.28%-1687.6pp | 551.28%-529.6pp |
| Employer contribution / active EE | $653 | $1,382-52.7% | $1,040-37.2% | $4,663-86.0% |
| Participant deferral / active EE | $1,366 | $2,624-48.0% | $1,954-30.1% | $6,691-79.6% |
| Admin fee / account holder | $980 | $3,325-70.5% | $2,825-65.3% | $13,402-92.7% |