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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 | $25,517 | $68,097-62.5% | $62,929-59.5% | $137,256-81.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 16.53% | 1859.11%-1842.6pp | 1063.93%-1047.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,336 | $2,811-16.9% | $2,505-6.7% | $4,156-43.8% |
| Participant deferral / active EE | $9,808 | $4,553+115.4% | $3,888+152.3% | $6,407+53.1% |
| Admin fee / account holder | $2,562 | $6,521-60.7% | $5,065-49.4% | $12,270-79.1% |