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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 | $52,962 | $102,696-48.4% | $86,235-38.6% | $139,487-62.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 15.07% | 1925.91%-1910.8pp | 1170.03%-1155.0pp | 373.84%-358.8pp |
| Employer contribution / active EE | $2,351 | $3,034-22.5% | $2,381-1.3% | $4,755-50.6% |
| Participant deferral / active EE | $8,643 | $4,679+84.7% | $3,987+116.8% | $6,713+28.8% |
| Admin fee / account holder | $1,001 | $8,667-88.5% | $6,856-85.4% | $11,407-91.2% |