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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 | $26,513 | $72,465-63.4% | $67,575-60.8% | $145,884-81.8% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 14.66% | 7222.56%-7207.9pp | 3528.98%-3514.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $979 | $3,074-68.1% | $2,736-64.2% | $4,662-79.0% |
| Participant deferral / active EE | $3,693 | $4,786-22.8% | $4,003-7.7% | $6,690-44.8% |
| Admin fee / account holder | $2,077 | $5,515-62.3% | $3,993-48.0% | $13,392-84.5% |