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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 | $25,279 | $176,688-85.7% | $130,660-80.7% | $152,897-83.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.5%-2.5pp |
| Annual return | 17.70% | 2693.08%-2675.4pp | 1709.29%-1691.6pp | 345.43%-327.7pp |
| Employer contribution / active EE | $3,180 | $5,743-44.6% | $4,092-22.3% | $4,764-33.2% |
| Participant deferral / active EE | $6,431 | $4,362+47.4% | $3,603+78.5% | $5,851+9.9% |
| Admin fee / account holder | $2,412 | $7,131-66.2% | $5,463-55.8% | $11,599-79.2% |