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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 | $18,221 | $58,391-68.8% | $76,667-76.2% | $72,976-75.0% |
| Participation rate | 84.8% | 67.4%+17.5pp | 72.1%+12.7pp | 69.5%+15.4pp |
| Annual return | 28.66% | 2306.65%-2278.0pp | 1166.74%-1138.1pp | 81.02%-52.4pp |
| Employer contribution / active EE | $2,825 | $1,787+58.1% | $2,303+22.7% | $2,440+15.8% |
| Participant deferral / active EE | $4,850 | $2,690+80.3% | $3,336+45.4% | $3,608+34.4% |
| Admin fee / account holder | $1,033 | $4,014-74.3% | $6,423-83.9% | $5,124-79.8% |