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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 | $15,350 | $81,749-81.2% | $58,544-73.8% | $139,456-89.0% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 19.71% | 7425.45%-7405.7pp | 4249.56%-4229.9pp | 373.45%-353.7pp |
| Employer contribution / active EE | $2,879 | $1,398+105.9% | $1,053+173.4% | $4,753-39.4% |
| Participant deferral / active EE | $6,146 | $2,555+140.5% | $1,923+219.6% | $6,711-8.4% |
| Admin fee / account holder | $573 | $3,272-82.5% | $2,520-77.3% | $11,407-95.0% |