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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 | $4,961 | $76,634-93.5% | $56,054-91.1% | $145,978-96.6% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 16.22% | 3004.33%-2988.1pp | 1705.95%-1689.7pp | 550.52%-534.3pp |
| Employer contribution / active EE | $1,911 | $1,380+38.4% | $1,039+83.9% | $4,662-59.0% |
| Participant deferral / active EE | $1,796 | $2,622-31.5% | $1,952-8.0% | $6,690-73.1% |
| Admin fee / account holder | $2,376 | $3,321-28.5% | $2,822-15.8% | $13,400-82.3% |