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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 | $21,325 | $100,895-78.9% | $90,430-76.4% | $158,950-86.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 14.30% | 1725.54%-1711.2pp | 1293.73%-1279.4pp | 302.91%-288.6pp |
| Employer contribution / active EE | $2,833 | $3,689-23.2% | $3,262-13.1% | $4,762-40.5% |
| Participant deferral / active EE | $990 | $4,347-77.2% | $3,963-75.0% | $5,983-83.4% |
| Admin fee / account holder | $9,151 | $6,505+40.7% | $5,613+63.0% | $11,248-18.6% |