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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 | $12,724 | $102,663-87.6% | $86,216-85.2% | $139,466-90.9% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 27.71% | 1924.52%-1896.8pp | 1169.42%-1141.7pp | 373.66%-346.0pp |
| Employer contribution / active EE | $1,584 | $3,035-47.8% | $2,382-33.5% | $4,754-66.7% |
| Participant deferral / active EE | $4,878 | $4,677+4.3% | $3,986+22.4% | $6,712-27.3% |
| Admin fee / account holder | $420 | $8,663-95.2% | $6,853-93.9% | $11,409-96.3% |