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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 | $55,678 | $100,938-44.8% | $90,461-38.5% | $158,982-65.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 13.72% | 1727.20%-1713.5pp | 1294.76%-1281.0pp | 302.99%-289.3pp |
| Employer contribution / active EE | $1,753 | $3,691-52.5% | $3,264-46.3% | $4,763-63.2% |
| Participant deferral / active EE | $2,719 | $4,350-37.5% | $3,964-31.4% | $5,983-54.6% |
| Admin fee / account holder | $15,835 | $6,510+143.3% | $5,617+181.9% | $11,252+40.7% |