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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 | $20,439 | $76,519-73.3% | $56,025-63.5% | $145,897-86.0% |
| Participation rate | 85.0% | 63.2%+21.8pp | 52.5%+32.5pp | 80.3%+4.7pp |
| Annual return | 8.79% | 3017.03%-3008.2pp | 1712.69%-1703.9pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,609 | $1,383+16.3% | $1,042+54.5% | $4,663-65.5% |
| Participant deferral / active EE | $3,794 | $2,624+44.6% | $1,955+94.1% | $6,689-43.3% |
| Admin fee / account holder | $8,130 | $3,331+144.1% | $2,828+187.4% | $13,390-39.3% |