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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 | $72,396-63.4% | $67,511-60.7% | $145,959-81.8% |
| Participation rate | 86.7% | 76.9%+9.8pp | 72.9%+13.8pp | 80.3%+6.4pp |
| Annual return | 14.66% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $979 | $3,071-68.1% | $2,733-64.2% | $4,661-79.0% |
| Participant deferral / active EE | $3,693 | $4,781-22.8% | $4,000-7.7% | $6,689-44.8% |
| Admin fee / account holder | $2,077 | $5,538-62.5% | $3,999-48.1% | $13,398-84.5% |