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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 | $18,662 | $100,895-81.5% | $90,430-79.4% | $158,950-88.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 27.05% | 1725.54%-1698.5pp | 1293.73%-1266.7pp | 302.91%-275.9pp |
| Employer contribution / active EE | $2,473 | $3,689-33.0% | $3,262-24.2% | $4,762-48.1% |
| Participant deferral / active EE | $4,675 | $4,347+7.5% | $3,963+18.0% | $5,983-21.9% |
| Admin fee / account holder | $1,781 | $6,505-72.6% | $5,613-68.3% | $11,248-84.2% |