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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 | $20,315 | $100,938-79.9% | $90,461-77.5% | $158,982-87.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 33.81% | 1727.20%-1693.4pp | 1294.76%-1261.0pp | 302.99%-269.2pp |
| Employer contribution / active EE | $2,654 | $3,691-28.1% | $3,264-18.7% | $4,763-44.3% |
| Participant deferral / active EE | $3,953 | $4,350-9.1% | $3,964-0.3% | $5,983-33.9% |
| Admin fee / account holder | $1,975 | $6,510-69.7% | $5,617-64.8% | $11,252-82.4% |