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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 | $13,866 | $49,199-71.8% | $121,204-88.6% | $75,173-81.6% |
| Participation rate | 88.0% | 55.4%+32.6pp | 69.5%+18.5pp | 67.2%+20.8pp |
| Annual return | 14.65% | 56.04%-41.4pp | 987.18%-972.5pp | 160.72%-146.1pp |
| Employer contribution / active EE | $1,913 | $1,547+23.6% | $4,170-54.1% | $2,671-28.4% |
| Participant deferral / active EE | $3,094 | $2,630+17.6% | $4,083-24.2% | $4,126-25.0% |
| Admin fee / account holder | $4,170 | $3,946+5.7% | $5,651-26.2% | $5,651-26.2% |