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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 | $22,755 | $100,895-77.4% | $90,430-74.8% | $158,950-85.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 22.56% | 1725.54%-1703.0pp | 1293.73%-1271.2pp | 302.91%-280.4pp |
| Employer contribution / active EE | $864 | $3,689-76.6% | $3,262-73.5% | $4,762-81.9% |
| Participant deferral / active EE | $4,008 | $4,347-7.8% | $3,963+1.1% | $5,983-33.0% |
| Admin fee / account holder | $310 | $6,505-95.2% | $5,613-94.5% | $11,248-97.2% |