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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 | $15,919 | $57,330-72.2% | $86,656-81.6% | $75,177-78.8% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 20.04% | 2675.40%-2655.4pp | 593.09%-573.1pp | 160.75%-140.7pp |
| Employer contribution / active EE | $5,185 | $2,316+123.8% | $3,025+71.4% | $2,671+94.1% |
| Participant deferral / active EE | $2,051 | $3,320-38.2% | $4,439-53.8% | $4,126-50.3% |
| Admin fee / account holder | $514 | $4,115-87.5% | $5,619-90.9% | $5,651-90.9% |