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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 | $10,711 | $100,895-89.4% | $90,430-88.2% | $158,950-93.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 28.44% | 1725.54%-1697.1pp | 1293.73%-1265.3pp | 302.91%-274.5pp |
| Employer contribution / active EE | $2,011 | $3,689-45.5% | $3,262-38.4% | $4,762-57.8% |
| Participant deferral / active EE | $6,048 | $4,347+39.1% | $3,963+52.6% | $5,983+1.1% |
| Admin fee / account holder | $1,324 | $6,505-79.6% | $5,613-76.4% | $11,248-88.2% |