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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 | $25,810 | $100,938-74.4% | $90,461-71.5% | $158,982-83.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 41.75% | 1727.20%-1685.5pp | 1294.76%-1253.0pp | 302.99%-261.2pp |
| Employer contribution / active EE | $2,367 | $3,691-35.9% | $3,264-27.5% | $4,763-50.3% |
| Participant deferral / active EE | $8,490 | $4,350+95.2% | $3,964+114.2% | $5,983+41.9% |
| Admin fee / account holder | $468 | $6,510-92.8% | $5,617-91.7% | $11,252-95.8% |