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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 | $39,306 | $100,911-61.0% | $90,440-56.5% | $158,966-75.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.5pp | 82.0%+6.3pp |
| Annual return | 10.90% | 1726.62%-1715.7pp | 1294.38%-1283.5pp | 302.95%-292.0pp |
| Employer contribution / active EE | $1,470 | $3,690-60.2% | $3,263-54.9% | $4,762-69.1% |
| Participant deferral / active EE | $2,311 | $4,348-46.8% | $3,964-41.7% | $5,983-61.4% |
| Admin fee / account holder | $7,167 | $6,507+10.1% | $5,615+27.6% | $11,250-36.3% |