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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 | $27,148 | $108,701-75.0% | $74,723-63.7% | $152,909-82.2% |
| Participation rate | 87.5% | 65.4%+22.1pp | 54.5%+33.0pp | 82.5%+5.0pp |
| Annual return | 24.75% | 114.12%-89.4pp | 753.18%-728.4pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,843 | $1,504+22.5% | $1,084+70.0% | $4,764-61.3% |
| Participant deferral / active EE | $5,823 | $2,709+115.0% | $1,962+196.9% | $5,851-0.5% |
| Admin fee / account holder | $747 | $4,906-84.8% | $3,335-77.6% | $11,601-93.6% |