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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 | $29,226 | $109,872-73.4% | $98,483-70.3% | $167,536-82.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 12.67% | 1959.31%-1946.6pp | 1494.38%-1481.7pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,329 | $3,225-58.8% | $2,961-55.1% | $4,839-72.5% |
| Participant deferral / active EE | $3,687 | $4,673-21.1% | $4,276-13.8% | $6,342-41.9% |
| Admin fee / account holder | $355 | $6,757-94.7% | $5,953-94.0% | $12,315-97.1% |