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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 | $16,435 | $50,972-67.8% | $88,632-81.5% | $72,976-77.5% |
| Participation rate | 92.3% | 63.4%+28.9pp | 68.8%+23.5pp | 69.5%+22.8pp |
| Annual return | 3017.43% | 29.62%+2987.8pp | 43.75%+2973.7pp | 81.02%+2936.4pp |
| Employer contribution / active EE | $4,502 | $1,475+205.3% | $2,101+114.3% | $2,440+84.5% |
| Participant deferral / active EE | $9,131 | $2,230+309.4% | $2,917+213.0% | $3,608+153.1% |
| Admin fee / account holder | $948 | $3,230-70.7% | $4,308-78.0% | $5,124-81.5% |