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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 | $35,679 | $102,663-65.2% | $86,216-58.6% | $139,466-74.4% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 19.83% | 1924.52%-1904.7pp | 1169.42%-1149.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,833 | $3,035-6.6% | $2,382+19.0% | $4,754-40.4% |
| Participant deferral / active EE | $6,278 | $4,677+34.2% | $3,986+57.5% | $6,712-6.5% |
| Admin fee / account holder | $1,257 | $8,663-85.5% | $6,853-81.7% | $11,409-89.0% |