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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 | $20,854 | $76,785-72.8% | $56,441-63.1% | $145,959-85.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.73% | 3000.51%-2988.8pp | 1704.21%-1692.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,581 | $1,381+14.5% | $1,039+52.1% | $4,661-66.1% |
| Participant deferral / active EE | $2,505 | $2,624-4.5% | $1,953+28.3% | $6,689-62.5% |
| Admin fee / account holder | $1,726 | $3,334-48.2% | $2,829-39.0% | $13,398-87.1% |