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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 | $12,372 | $76,608-83.9% | $56,077-77.9% | $145,877-91.5% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.4pp | 80.3%-1.4pp |
| Annual return | 16.05% | 3009.59%-2993.5pp | 1709.28%-1693.2pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,025 | $1,382-25.8% | $1,040-1.4% | $4,663-78.0% |
| Participant deferral / active EE | $3,182 | $2,624+21.2% | $1,954+62.8% | $6,691-52.4% |
| Admin fee / account holder | $1,206 | $3,325-63.7% | $2,825-57.3% | $13,402-91.0% |