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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 | $76,608-95.6% | $56,077-94.0% | $145,877-97.7% |
| Participation rate | 84.2% | 63.2%+21.0pp | 52.5%+31.7pp | 80.3%+3.9pp |
| Annual return | 15.81% | 3009.59%-2993.8pp | 1709.28%-1693.5pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,254 | $1,382-9.3% | $1,040+20.5% | $4,663-73.1% |
| Participant deferral / active EE | $1,306 | $2,624-50.2% | $1,954-33.2% | $6,691-80.5% |
| Admin fee / account holder | $5,054 | $3,325+52.0% | $2,825+78.9% | $13,402-62.3% |