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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 | $15,301 | $76,522-80.0% | $56,033-72.7% | $145,884-89.5% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 6.64% | 3014.28%-3007.6pp | 1711.38%-1704.7pp | 551.85%-545.2pp |
| Employer contribution / active EE | $1,659 | $1,382+20.0% | $1,041+59.4% | $4,662-64.4% |
| Participant deferral / active EE | $4,443 | $2,624+69.3% | $1,954+127.4% | $6,690-33.6% |
| Admin fee / account holder | $5,968 | $3,328+79.3% | $2,827+111.1% | $13,392-55.4% |