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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 | $25,014 | $100,911-75.2% | $90,440-72.3% | $158,966-84.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 15.27% | 1726.62%-1711.3pp | 1294.38%-1279.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $7,201 | $3,690+95.1% | $3,263+120.7% | $4,762+51.2% |
| Participant deferral / active EE | $3,684 | $4,348-15.3% | $3,964-7.1% | $5,983-38.4% |
| Admin fee / account holder | $2,210 | $6,507-66.0% | $5,615-60.6% | $11,250-80.4% |