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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 | $8,315 | $149,040-94.4% | $120,225-93.1% | $137,256-93.9% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 18.99% | 605.68%-586.7pp | 439.23%-420.2pp | 220.34%-201.3pp |
| Employer contribution / active EE | $167 | $4,350-96.2% | $3,475-95.2% | $4,156-96.0% |
| Participant deferral / active EE | $953 | $4,655-79.5% | $3,999-76.2% | $6,407-85.1% |
| Admin fee / account holder | $395 | $6,348-93.8% | $5,696-93.1% | $12,270-96.8% |