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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 | $23,849 | $100,938-76.4% | $90,461-73.6% | $158,982-85.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 16.84% | 1727.20%-1710.4pp | 1294.76%-1277.9pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,651 | $3,691-28.2% | $3,264-18.8% | $4,763-44.3% |
| Participant deferral / active EE | $4,241 | $4,350-2.5% | $3,964+7.0% | $5,983-29.1% |
| Admin fee / account holder | $8,537 | $6,510+31.1% | $5,617+52.0% | $11,252-24.1% |