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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 | $20,373 | $100,938-79.8% | $90,461-77.5% | $158,982-87.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.17% | 1727.20%-1707.0pp | 1294.76%-1274.6pp | 302.99%-282.8pp |
| Employer contribution / active EE | $1,310 | $3,691-64.5% | $3,264-59.9% | $4,763-72.5% |
| Participant deferral / active EE | $3,437 | $4,350-21.0% | $3,964-13.3% | $5,983-42.6% |
| Admin fee / account holder | $1,223 | $6,510-81.2% | $5,617-78.2% | $11,252-89.1% |