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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 | $19,806 | $100,911-80.4% | $90,440-78.1% | $158,966-87.5% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 10.32% | 1726.62%-1716.3pp | 1294.38%-1284.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $1,336 | $3,690-63.8% | $3,263-59.1% | $4,762-72.0% |
| Participant deferral / active EE | $5,306 | $4,348+22.0% | $3,964+33.9% | $5,983-11.3% |
| Admin fee / account holder | $8,317 | $6,507+27.8% | $5,615+48.1% | $11,250-26.1% |