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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 | $15,504 | $96,388-83.9% | $80,627-80.8% | $139,466-88.9% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 23.09% | 1352.08%-1329.0pp | 936.76%-913.7pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,313 | $3,260-29.0% | $2,723-15.0% | $4,754-51.3% |
| Participant deferral / active EE | $4,868 | $5,224-6.8% | $4,443+9.6% | $6,712-27.5% |
| Admin fee / account holder | $2,598 | $6,603-60.7% | $5,381-51.7% | $11,409-77.2% |