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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 | $51,102 | $102,663-50.2% | $86,216-40.7% | $139,466-63.4% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 17.85% | 1924.52%-1906.7pp | 1169.42%-1151.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $4,170 | $3,035+37.4% | $2,382+75.1% | $4,754-12.3% |
| Participant deferral / active EE | $4,214 | $4,677-9.9% | $3,986+5.7% | $6,712-37.2% |
| Admin fee / account holder | $1,162 | $8,663-86.6% | $6,853-83.0% | $11,409-89.8% |