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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 | $40,228 | $100,938-60.1% | $90,461-55.5% | $158,982-74.7% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 24.71% | 1727.20%-1702.5pp | 1294.76%-1270.1pp | 302.99%-278.3pp |
| Employer contribution / active EE | $1,506 | $3,691-59.2% | $3,264-53.9% | $4,763-68.4% |
| Participant deferral / active EE | $7,130 | $4,350+63.9% | $3,964+79.8% | $5,983+19.2% |
| Admin fee / account holder | $327 | $6,510-95.0% | $5,617-94.2% | $11,252-97.1% |