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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 | $23,860 | $109,905-78.3% | $98,506-75.8% | $167,553-85.8% |
| Participation rate | 77.8% | 75.8%+1.9pp | 73.3%+4.4pp | 82.1%-4.3pp |
| Annual return | 16.37% | 1960.20%-1943.8pp | 1494.92%-1478.5pp | 478.89%-462.5pp |
| Employer contribution / active EE | $3,412 | $3,226+5.8% | $2,961+15.2% | $4,840-29.5% |
| Participant deferral / active EE | $5,546 | $4,674+18.7% | $4,277+29.7% | $6,343-12.6% |
| Admin fee / account holder | $2,149 | $6,760-68.2% | $5,955-63.9% | $12,316-82.6% |