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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 | $14,700 | $109,863-86.6% | $98,477-85.1% | $167,518-91.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 14.26% | 1958.09%-1943.8pp | 1493.59%-1479.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $2,714 | $3,225-15.8% | $2,961-8.3% | $4,838-43.9% |
| Participant deferral / active EE | $3,333 | $4,673-28.7% | $4,276-22.1% | $6,342-47.4% |
| Admin fee / account holder | $450 | $6,755-93.3% | $5,951-92.4% | $12,312-96.3% |