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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 | $50,799 | $100,911-49.7% | $90,440-43.8% | $158,966-68.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 11.09% | 1726.62%-1715.5pp | 1294.38%-1283.3pp | 302.95%-291.9pp |
| Employer contribution / active EE | $1,909 | $3,690-48.3% | $3,263-41.5% | $4,762-59.9% |
| Participant deferral / active EE | $5,486 | $4,348+26.2% | $3,964+38.4% | $5,983-8.3% |
| Admin fee / account holder | $16,018 | $6,507+146.2% | $5,615+185.3% | $11,250+42.4% |