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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 | $19,740 | $96,388-79.5% | $80,627-75.5% | $139,466-85.8% |
| Participation rate | 82.4% | 73.6%+8.7pp | 67.0%+15.3pp | 80.3%+2.0pp |
| Annual return | 23.90% | 1352.08%-1328.2pp | 936.76%-912.9pp | 373.66%-349.8pp |
| Employer contribution / active EE | $2,408 | $3,260-26.1% | $2,723-11.5% | $4,754-49.3% |
| Participant deferral / active EE | $4,778 | $5,224-8.6% | $4,443+7.5% | $6,712-28.8% |
| Admin fee / account holder | $445 | $6,603-93.3% | $5,381-91.7% | $11,409-96.1% |