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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 | $29,400 | $76,522-61.6% | $56,033-47.5% | $145,884-79.8% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 11.00% | 3014.28%-3003.3pp | 1711.38%-1700.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,372 | $1,382-0.8% | $1,041+31.8% | $4,662-70.6% |
| Participant deferral / active EE | $4,131 | $2,624+57.4% | $1,954+111.4% | $6,690-38.3% |
| Admin fee / account holder | $1,044 | $3,328-68.6% | $2,827-63.1% | $13,392-92.2% |