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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 | $43,413 | $176,688-75.4% | $130,660-66.8% | $152,909-71.6% |
| Participation rate | 91.3% | 79.0%+12.3pp | 71.7%+19.6pp | 82.5%+8.8pp |
| Annual return | 21.28% | 2693.08%-2671.8pp | 1709.29%-1688.0pp | 345.46%-324.2pp |
| Employer contribution / active EE | $480 | $5,743-91.6% | $4,092-88.3% | $4,764-89.9% |
| Participant deferral / active EE | $3,313 | $4,362-24.0% | $3,603-8.0% | $5,851-43.4% |
| Admin fee / account holder | $10,903 | $7,131+52.9% | $5,463+99.6% | $11,601-6.0% |