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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 | $29,252 | $81,763-64.2% | $58,561-50.0% | $139,466-79.0% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.8pp | 80.3%+5.4pp |
| Annual return | 12.59% | 7427.77%-7415.2pp | 4251.33%-4238.7pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,741 | $1,398+24.5% | $1,053+65.2% | $4,754-63.4% |
| Participant deferral / active EE | $4,998 | $2,555+95.6% | $1,923+159.9% | $6,712-25.5% |
| Admin fee / account holder | $10,714 | $3,273+227.3% | $2,520+325.1% | $11,409-6.1% |