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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 | $25,371 | $155,833-83.7% | $124,693-79.7% | $167,536-84.9% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 19.89% | 17.98%+1.9pp | 5144.19%-5124.3pp | 478.82%-458.9pp |
| Employer contribution / active EE | $9,362 | $4,164+124.8% | $3,324+181.6% | $4,839+93.5% |
| Participant deferral / active EE | $7,622 | $5,675+34.3% | $4,615+65.2% | $6,342+20.2% |
| Admin fee / account holder | $890 | $9,534-90.7% | $7,494-88.1% | $12,315-92.8% |