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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 | $61,244 | $100,938-39.3% | $90,461-32.3% | $158,982-61.5% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 17.00% | 1727.20%-1710.2pp | 1294.76%-1277.8pp | 302.99%-286.0pp |
| Employer contribution / active EE | $3,217 | $3,691-12.8% | $3,264-1.4% | $4,763-32.5% |
| Participant deferral / active EE | $2,685 | $4,350-38.3% | $3,964-32.3% | $5,983-55.1% |
| Admin fee / account holder | $321 | $6,510-95.1% | $5,617-94.3% | $11,252-97.2% |