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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 | $14,688 | $57,305-74.4% | $86,640-83.0% | $75,173-80.5% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 29.94% | 2674.24%-2644.3pp | 592.52%-562.6pp | 160.72%-130.8pp |
| Employer contribution / active EE | $2,418 | $2,316+4.4% | $3,024-20.0% | $2,671-9.5% |
| Participant deferral / active EE | $4,113 | $3,320+23.9% | $4,438-7.3% | $4,126-0.3% |
| Admin fee / account holder | $1,232 | $4,116-70.1% | $5,616-78.1% | $5,651-78.2% |