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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 | $22,168 | $176,688-87.5% | $130,660-83.0% | $152,897-85.5% |
| Participation rate | 92.3% | 79.0%+13.3pp | 71.7%+20.6pp | 82.5%+9.9pp |
| Annual return | 23.13% | 2693.08%-2670.0pp | 1709.29%-1686.2pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,141 | $5,743-62.7% | $4,092-47.7% | $4,764-55.1% |
| Participant deferral / active EE | $3,459 | $4,362-20.7% | $3,603-4.0% | $5,851-40.9% |
| Admin fee / account holder | $330 | $7,131-95.4% | $5,463-94.0% | $11,599-97.2% |