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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 | $23,892 | $100,911-76.3% | $90,440-73.6% | $158,966-85.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 17.64% | 1726.62%-1709.0pp | 1294.38%-1276.7pp | 302.95%-285.3pp |
| Employer contribution / active EE | $1,964 | $3,690-46.8% | $3,263-39.8% | $4,762-58.8% |
| Participant deferral / active EE | $3,868 | $4,348-11.1% | $3,964-2.4% | $5,983-35.4% |
| Admin fee / account holder | $444 | $6,507-93.2% | $5,615-92.1% | $11,250-96.1% |