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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 | $28,048 | $76,522-63.3% | $56,033-49.9% | $145,884-80.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 9.70% | 3014.28%-3004.6pp | 1711.38%-1701.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,173 | $1,382+57.2% | $1,041+108.8% | $4,662-53.4% |
| Participant deferral / active EE | $1,563 | $2,624-40.4% | $1,954-20.0% | $6,690-76.6% |
| Admin fee / account holder | $1,841 | $3,328-44.7% | $2,827-34.9% | $13,392-86.3% |