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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 | $37,796 | $76,519-50.6% | $56,025-32.5% | $145,897-74.1% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 14.59% | 3017.03%-3002.4pp | 1712.69%-1698.1pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,452 | $1,383+77.2% | $1,042+135.4% | $4,663-47.4% |
| Participant deferral / active EE | $5,858 | $2,624+123.2% | $1,955+199.7% | $6,689-12.4% |
| Admin fee / account holder | $5,065 | $3,331+52.1% | $2,828+79.1% | $13,390-62.2% |