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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 | $33,025 | $81,763-59.6% | $58,561-43.6% | $139,466-76.3% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 23.78% | 7427.77%-7404.0pp | 4251.33%-4227.6pp | 373.66%-349.9pp |
| Employer contribution / active EE | $1,970 | $1,398+40.9% | $1,053+87.0% | $4,754-58.6% |
| Participant deferral / active EE | $6,740 | $2,555+163.8% | $1,923+250.5% | $6,712+0.4% |
| Admin fee / account holder | $649 | $3,273-80.2% | $2,520-74.2% | $11,409-94.3% |