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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 | $3,250 | $81,763-96.0% | $58,561-94.4% | $139,466-97.7% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 105.25% | 7427.77%-7322.5pp | 4251.33%-4146.1pp | 373.66%-268.4pp |
| Employer contribution / active EE | $976 | $1,398-30.2% | $1,053-7.3% | $4,754-79.5% |
| Participant deferral / active EE | $1,402 | $2,555-45.1% | $1,923-27.1% | $6,712-79.1% |
| Admin fee / account holder | $517 | $3,273-84.2% | $2,520-79.5% | $11,409-95.5% |