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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 | $34,345 | $100,911-66.0% | $90,440-62.0% | $158,966-78.4% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 19.05% | 1726.62%-1707.6pp | 1294.38%-1275.3pp | 302.95%-283.9pp |
| Employer contribution / active EE | $2,713 | $3,690-26.5% | $3,263-16.9% | $4,762-43.0% |
| Participant deferral / active EE | $7,747 | $4,348+78.2% | $3,964+95.5% | $5,983+29.5% |
| Admin fee / account holder | $304 | $6,507-95.3% | $5,615-94.6% | $11,250-97.3% |