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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 | $100,895-76.4% | $90,430-73.6% | $158,950-85.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 16.84% | 1725.54%-1708.7pp | 1293.73%-1276.9pp | 302.91%-286.1pp |
| Employer contribution / active EE | $2,651 | $3,689-28.1% | $3,262-18.7% | $4,762-44.3% |
| Participant deferral / active EE | $4,241 | $4,347-2.4% | $3,963+7.0% | $5,983-29.1% |
| Admin fee / account holder | $8,537 | $6,505+31.2% | $5,613+52.1% | $11,248-24.1% |