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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 | $19,934 | $102,663-80.6% | $86,216-76.9% | $139,466-85.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 12.74% | 1924.52%-1911.8pp | 1169.42%-1156.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,999 | $3,035-34.1% | $2,382-16.1% | $4,754-57.9% |
| Participant deferral / active EE | $3,584 | $4,677-23.4% | $3,986-10.1% | $6,712-46.6% |
| Admin fee / account holder | $7,425 | $8,663-14.3% | $6,853+8.3% | $11,409-34.9% |