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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 | $100,911-81.5% | $90,440-79.4% | $158,966-88.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 27.05% | 1726.62%-1699.6pp | 1294.38%-1267.3pp | 302.95%-275.9pp |
| Employer contribution / active EE | $2,473 | $3,690-33.0% | $3,263-24.2% | $4,762-48.1% |
| Participant deferral / active EE | $4,675 | $4,348+7.5% | $3,964+18.0% | $5,983-21.9% |
| Admin fee / account holder | $1,781 | $6,507-72.6% | $5,615-68.3% | $11,250-84.2% |