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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 | $28,911 | $81,763-64.6% | $58,561-50.6% | $139,466-79.3% |
| Participation rate | 92.3% | 61.3%+31.0pp | 50.9%+41.4pp | 80.3%+12.0pp |
| Annual return | 10.77% | 7427.77%-7417.0pp | 4251.33%-4240.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $2,579 | $1,398+84.5% | $1,053+144.8% | $4,754-45.7% |
| Participant deferral / active EE | $4,190 | $2,555+64.0% | $1,923+117.9% | $6,712-37.6% |
| Admin fee / account holder | $16,324 | $3,273+398.7% | $2,520+547.7% | $11,409+43.1% |