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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 | $14,197 | $109,872-87.1% | $98,483-85.6% | $167,536-91.5% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 23.83% | 1959.31%-1935.5pp | 1494.38%-1470.5pp | 478.82%-455.0pp |
| Employer contribution / active EE | $4,910 | $3,225+52.3% | $2,961+65.8% | $4,839+1.5% |
| Participant deferral / active EE | $1,491 | $4,673-68.1% | $4,276-65.1% | $6,342-76.5% |
| Admin fee / account holder | $3,261 | $6,757-51.7% | $5,953-45.2% | $12,315-73.5% |