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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 | $3,377 | $76,519-95.6% | $56,025-94.0% | $145,897-97.7% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 15.81% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,254 | $1,383-9.4% | $1,042+20.4% | $4,663-73.1% |
| Participant deferral / active EE | $1,306 | $2,624-50.2% | $1,955-33.2% | $6,689-80.5% |
| Admin fee / account holder | $5,054 | $3,331+51.7% | $2,828+78.7% | $13,390-62.3% |