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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 | $17,125 | $109,872-84.4% | $98,483-82.6% | $167,536-89.8% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 12.04% | 1959.31%-1947.3pp | 1494.38%-1482.3pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,522 | $3,225-52.8% | $2,961-48.6% | $4,839-68.6% |
| Participant deferral / active EE | $3,511 | $4,673-24.9% | $4,276-17.9% | $6,342-44.6% |
| Admin fee / account holder | $2,328 | $6,757-65.5% | $5,953-60.9% | $12,315-81.1% |