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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 | $10,698 | $76,608-86.0% | $56,077-80.9% | $145,877-92.7% |
| Participation rate | 91.3% | 63.2%+28.1pp | 52.5%+38.8pp | 80.3%+11.0pp |
| Annual return | 21.36% | 3009.59%-2988.2pp | 1709.28%-1687.9pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,383 | $1,382+0.1% | $1,040+32.9% | $4,663-70.3% |
| Participant deferral / active EE | $2,250 | $2,624-14.3% | $1,954+15.1% | $6,691-66.4% |
| Admin fee / account holder | $1,612 | $3,325-51.5% | $2,825-42.9% | $13,402-88.0% |