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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 | $57,547 | $100,938-43.0% | $90,461-36.4% | $158,982-63.8% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.7%+22.5pp | 82.0%+13.3pp |
| Annual return | 14.90% | 1727.20%-1712.3pp | 1294.76%-1279.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $3,000 | $3,691-18.7% | $3,264-8.1% | $4,763-37.0% |
| Participant deferral / active EE | $5,288 | $4,350+21.6% | $3,964+33.4% | $5,983-11.6% |
| Admin fee / account holder | $20,125 | $6,510+209.2% | $5,617+258.3% | $11,252+78.9% |