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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 | $3,842 | $88,778-95.7% | $81,844-95.3% | $145,884-97.4% |
| Participation rate | 89.5% | 75.1%+14.4pp | 72.4%+17.1pp | 80.3%+9.2pp |
| Annual return | 14.84% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,191 | $3,087-61.4% | $2,916-59.2% | $4,662-74.5% |
| Participant deferral / active EE | $1,742 | $4,648-62.5% | $4,323-59.7% | $6,690-74.0% |
| Admin fee / account holder | $701 | $8,430-91.7% | $7,355-90.5% | $13,392-94.8% |