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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 | $29,339 | $102,663-71.4% | $86,216-66.0% | $139,466-79.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 25.28% | 1924.52%-1899.2pp | 1169.42%-1144.1pp | 373.66%-348.4pp |
| Employer contribution / active EE | $2,021 | $3,035-33.4% | $2,382-15.2% | $4,754-57.5% |
| Participant deferral / active EE | $14,087 | $4,677+201.2% | $3,986+253.4% | $6,712+109.9% |
| Admin fee / account holder | $1,672 | $8,663-80.7% | $6,853-75.6% | $11,409-85.3% |