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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 | $24,521 | $155,833-84.3% | $124,693-80.3% | $167,536-85.4% |
| Participation rate | 82.4% | 81.1%+1.2pp | 74.6%+7.7pp | 82.1%+0.2pp |
| Annual return | 26.98% | 17.98%+9.0pp | 5144.19%-5117.2pp | 478.82%-451.8pp |
| Employer contribution / active EE | $4,542 | $4,164+9.1% | $3,324+36.6% | $4,839-6.1% |
| Participant deferral / active EE | $7,166 | $5,675+26.3% | $4,615+55.3% | $6,342+13.0% |
| Admin fee / account holder | $300 | $9,534-96.8% | $7,494-96.0% | $12,315-97.6% |