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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 | $3,452 | $67,823-94.9% | $52,425-93.4% | $137,256-97.5% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 20.57% | 219.11%-198.5pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,140 | $1,163-2.0% | $914+24.7% | $4,156-72.6% |
| Participant deferral / active EE | $1,227 | $2,288-46.4% | $1,790-31.5% | $6,407-80.9% |
| Admin fee / account holder | $678 | $2,844-76.2% | $2,495-72.8% | $12,270-94.5% |