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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 | $12,126 | $76,519-84.2% | $56,025-78.4% | $145,897-91.7% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 11.81% | 3017.03%-3005.2pp | 1712.69%-1700.9pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,098 | $1,383-20.6% | $1,042+5.4% | $4,663-76.5% |
| Participant deferral / active EE | $2,352 | $2,624-10.4% | $1,955+20.3% | $6,689-64.8% |
| Admin fee / account holder | $5,509 | $3,331+65.4% | $2,828+94.8% | $13,390-58.9% |