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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 | $76,519-72.7% | $56,025-62.8% | $145,897-85.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.73% | 3017.03%-3005.3pp | 1712.69%-1701.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,581 | $1,383+14.3% | $1,042+51.8% | $4,663-66.1% |
| Participant deferral / active EE | $2,505 | $2,624-4.6% | $1,955+28.2% | $6,689-62.6% |
| Admin fee / account holder | $1,726 | $3,331-48.2% | $2,828-39.0% | $13,390-87.1% |