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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 | $26,246 | $102,696-74.4% | $86,235-69.6% | $139,487-81.2% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 24.06% | 1925.91%-1901.9pp | 1170.03%-1146.0pp | 373.84%-349.8pp |
| Employer contribution / active EE | $5,925 | $3,034+95.3% | $2,381+148.8% | $4,755+24.6% |
| Participant deferral / active EE | $5,324 | $4,679+13.8% | $3,987+33.5% | $6,713-20.7% |
| Admin fee / account holder | $697 | $8,667-92.0% | $6,856-89.8% | $11,407-93.9% |