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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 | $31,231 | $76,608-59.2% | $56,077-44.3% | $145,877-78.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.33% | 3009.59%-2995.3pp | 1709.28%-1694.9pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,208 | $1,382+132.2% | $1,040+208.3% | $4,663-31.2% |
| Participant deferral / active EE | $7,606 | $2,624+189.9% | $1,954+289.3% | $6,691+13.7% |
| Admin fee / account holder | $599 | $3,325-82.0% | $2,825-78.8% | $13,402-95.5% |