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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 | $14,506 | $96,419-85.0% | $80,648-82.0% | $139,487-89.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.6pp |
| Annual return | 25.64% | 1352.86%-1327.2pp | 937.21%-911.6pp | 373.84%-348.2pp |
| Employer contribution / active EE | $1,748 | $3,261-46.4% | $2,724-35.8% | $4,755-63.2% |
| Participant deferral / active EE | $2,355 | $5,225-54.9% | $4,443-47.0% | $6,713-64.9% |
| Admin fee / account holder | $853 | $6,605-87.1% | $5,382-84.2% | $11,407-92.5% |