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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 | $40,928 | $76,785-46.7% | $56,441-27.5% | $145,959-72.0% |
| Participation rate | 81.0% | 63.2%+17.7pp | 52.5%+28.5pp | 80.3%+0.7pp |
| Annual return | 16.16% | 3000.51%-2984.3pp | 1704.21%-1688.1pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,602 | $1,381+16.1% | $1,039+54.2% | $4,661-65.6% |
| Participant deferral / active EE | $5,343 | $2,624+103.7% | $1,953+173.6% | $6,689-20.1% |
| Admin fee / account holder | $4,587 | $3,334+37.6% | $2,829+62.1% | $13,398-65.8% |