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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 | $15,735 | $76,608-79.5% | $56,077-71.9% | $145,877-89.2% |
| Participation rate | 94.7% | 63.2%+31.5pp | 52.5%+42.2pp | 80.3%+14.4pp |
| Annual return | 14.56% | 3009.59%-2995.0pp | 1709.28%-1694.7pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,155 | $1,382-16.4% | $1,040+11.0% | $4,663-75.2% |
| Participant deferral / active EE | $3,899 | $2,624+48.6% | $1,954+99.5% | $6,691-41.7% |
| Admin fee / account holder | $2,034 | $3,325-38.8% | $2,825-28.0% | $13,402-84.8% |