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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 | $73,312 | $100,911-27.3% | $90,440-18.9% | $158,966-53.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 20.64% | 1726.62%-1706.0pp | 1294.38%-1273.7pp | 302.95%-282.3pp |
| Employer contribution / active EE | $14,982 | $3,690+306.0% | $3,263+359.1% | $4,762+214.6% |
| Participant deferral / active EE | $9,389 | $4,348+115.9% | $3,964+136.9% | $5,983+56.9% |
| Admin fee / account holder | $1,303 | $6,507-80.0% | $5,615-76.8% | $11,250-88.4% |