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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 | $23,240 | $156,963-85.2% | $121,204-80.8% | $139,466-83.3% |
| Participation rate | 94.7% | 76.5%+18.3pp | 69.5%+25.2pp | 80.3%+14.4pp |
| Annual return | 17.15% | 1476.75%-1459.6pp | 987.18%-970.0pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,716 | $5,544-69.1% | $4,170-58.8% | $4,754-63.9% |
| Participant deferral / active EE | $4,257 | $4,848-12.2% | $4,083+4.3% | $6,712-36.6% |
| Admin fee / account holder | $11,326 | $6,953+62.9% | $5,651+100.4% | $11,409-0.7% |