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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 | $10,805 | $100,911-89.3% | $90,440-88.1% | $158,966-93.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 30.57% | 1726.62%-1696.0pp | 1294.38%-1263.8pp | 302.95%-272.4pp |
| Employer contribution / active EE | $2,792 | $3,690-24.3% | $3,263-14.4% | $4,762-41.4% |
| Participant deferral / active EE | $2,903 | $4,348-33.2% | $3,964-26.8% | $5,983-51.5% |
| Admin fee / account holder | $414 | $6,507-93.6% | $5,615-92.6% | $11,250-96.3% |