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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 | $26,451 | $102,663-74.2% | $86,216-69.3% | $139,466-81.0% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 23.91% | 1924.52%-1900.6pp | 1169.42%-1145.5pp | 373.66%-349.7pp |
| Employer contribution / active EE | $9,226 | $3,035+204.0% | $2,382+287.4% | $4,754+94.1% |
| Participant deferral / active EE | $6,153 | $4,677+31.5% | $3,986+54.4% | $6,712-8.3% |
| Admin fee / account holder | $1,189 | $8,663-86.3% | $6,853-82.6% | $11,409-89.6% |