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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 | $33,005 | $76,522-56.9% | $56,033-41.1% | $145,884-77.4% |
| Participation rate | 95.8% | 63.2%+32.6pp | 52.5%+43.3pp | 80.3%+15.5pp |
| Annual return | 15.04% | 3014.28%-2999.2pp | 1711.38%-1696.3pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,309 | $1,382-5.3% | $1,041+25.8% | $4,662-71.9% |
| Participant deferral / active EE | $2,790 | $2,624+6.3% | $1,954+42.8% | $6,690-58.3% |
| Admin fee / account holder | $1,611 | $3,328-51.6% | $2,827-43.0% | $13,392-88.0% |