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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 | $71,531 | $176,688-59.5% | $130,660-45.3% | $152,909-53.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 29.25% | 2693.08%-2663.8pp | 1709.29%-1680.0pp | 345.46%-316.2pp |
| Employer contribution / active EE | $958 | $5,743-83.3% | $4,092-76.6% | $4,764-79.9% |
| Participant deferral / active EE | $10,622 | $4,362+143.5% | $3,603+194.8% | $5,851+81.5% |
| Admin fee / account holder | $660 | $7,131-90.7% | $5,463-87.9% | $11,601-94.3% |