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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 | $14,022 | $104,544-86.6% | $76,657-81.7% | $152,897-90.8% |
| Participation rate | 95.7% | 76.6%+19.0pp | 72.1%+23.6pp | 82.5%+13.2pp |
| Annual return | 24.02% | 1014.36%-990.3pp | 1166.74%-1142.7pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,886 | $3,118-39.5% | $2,303-18.1% | $4,764-60.4% |
| Participant deferral / active EE | $1,109 | $4,236-73.8% | $3,335-66.8% | $5,851-81.1% |
| Admin fee / account holder | $1,650 | $12,286-86.6% | $6,423-74.3% | $11,599-85.8% |