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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 | $14,059 | $81,749-82.8% | $58,544-76.0% | $139,456-89.9% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 25.92% | 7425.45%-7399.5pp | 4249.56%-4223.6pp | 373.45%-347.5pp |
| Employer contribution / active EE | $1,227 | $1,398-12.2% | $1,053+16.5% | $4,753-74.2% |
| Participant deferral / active EE | $4,612 | $2,555+80.5% | $1,923+139.8% | $6,711-31.3% |
| Admin fee / account holder | $1,264 | $3,272-61.4% | $2,520-49.8% | $11,407-88.9% |