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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 | $18,620 | $57,305-67.5% | $86,640-78.5% | $75,173-75.2% |
| Participation rate | 97.2% | 63.2%+34.0pp | 71.7%+25.5pp | 67.2%+30.0pp |
| Annual return | 14.75% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,065 | $2,316+32.3% | $3,024+1.4% | $2,671+14.8% |
| Participant deferral / active EE | $5,016 | $3,320+51.1% | $4,438+13.0% | $4,126+21.6% |
| Admin fee / account holder | $874 | $4,116-78.8% | $5,616-84.4% | $5,651-84.5% |