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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 | $23,074 | $100,938-77.1% | $90,461-74.5% | $158,982-85.5% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 16.98% | 1727.20%-1710.2pp | 1294.76%-1277.8pp | 302.99%-286.0pp |
| Employer contribution / active EE | $6,084 | $3,691+64.8% | $3,264+86.4% | $4,763+27.7% |
| Participant deferral / active EE | $4,921 | $4,350+13.1% | $3,964+24.1% | $5,983-17.8% |
| Admin fee / account holder | $2,225 | $6,510-65.8% | $5,617-60.4% | $11,252-80.2% |