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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 | $16,771 | $100,938-83.4% | $90,461-81.5% | $158,982-89.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 19.87% | 1727.20%-1707.3pp | 1294.76%-1274.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $2,350 | $3,691-36.3% | $3,264-28.0% | $4,763-50.7% |
| Participant deferral / active EE | $7,570 | $4,350+74.0% | $3,964+90.9% | $5,983+26.5% |
| Admin fee / account holder | $1,529 | $6,510-76.5% | $5,617-72.8% | $11,252-86.4% |