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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 | $13,121 | $100,911-87.0% | $90,440-85.5% | $158,966-91.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 21.80% | 1726.62%-1704.8pp | 1294.38%-1272.6pp | 302.95%-281.2pp |
| Employer contribution / active EE | $1,693 | $3,690-54.1% | $3,263-48.1% | $4,762-64.4% |
| Participant deferral / active EE | $3,490 | $4,348-19.7% | $3,964-12.0% | $5,983-41.7% |
| Admin fee / account holder | $307 | $6,507-95.3% | $5,615-94.5% | $11,250-97.3% |