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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 | $29,576 | $100,911-70.7% | $90,440-67.3% | $158,966-81.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 33.49% | 1726.62%-1693.1pp | 1294.38%-1260.9pp | 302.95%-269.5pp |
| Employer contribution / active EE | $1,157 | $3,690-68.7% | $3,263-64.5% | $4,762-75.7% |
| Participant deferral / active EE | $7,634 | $4,348+75.6% | $3,964+92.6% | $5,983+27.6% |
| Admin fee / account holder | $580 | $6,507-91.1% | $5,615-89.7% | $11,250-94.8% |