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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 | $91,509 | $176,688-48.2% | $130,660-30.0% | $152,909-40.2% |
| Participation rate | 77.8% | 79.0%-1.2pp | 71.7%+6.0pp | 82.5%-4.7pp |
| Annual return | 23.91% | 2693.08%-2669.2pp | 1709.29%-1685.4pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,371 | $5,743-58.7% | $4,092-42.1% | $4,764-50.2% |
| Participant deferral / active EE | $10,622 | $4,362+143.5% | $3,603+194.8% | $5,851+81.5% |
| Admin fee / account holder | $1,208 | $7,131-83.1% | $5,463-77.9% | $11,601-89.6% |