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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 | $44,249 | $124,175-64.4% | $108,405-59.2% | $167,536-73.6% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.12% | 1380.13%-1363.0pp | 905.55%-888.4pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,543 | $4,188-39.3% | $3,559-28.6% | $4,839-47.5% |
| Participant deferral / active EE | $7,706 | $6,908+11.6% | $6,563+17.4% | $6,342+21.5% |
| Admin fee / account holder | $751 | $9,457-92.1% | $7,297-89.7% | $12,315-93.9% |