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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 | $23,395 | $109,863-78.7% | $98,477-76.2% | $167,518-86.0% |
| Participation rate | 81.3% | 75.8%+5.4pp | 73.3%+7.9pp | 82.1%-0.9pp |
| Annual return | 21.93% | 1958.09%-1936.2pp | 1493.59%-1471.7pp | 478.71%-456.8pp |
| Employer contribution / active EE | $2,482 | $3,225-23.0% | $2,961-16.2% | $4,838-48.7% |
| Participant deferral / active EE | $1,896 | $4,673-59.4% | $4,276-55.7% | $6,342-70.1% |
| Admin fee / account holder | $460 | $6,755-93.2% | $5,951-92.3% | $12,312-96.3% |