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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 | $34,944 | $100,938-65.4% | $90,461-61.4% | $158,982-78.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 16.61% | 1727.20%-1710.6pp | 1294.76%-1278.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,173 | $3,691-41.1% | $3,264-33.4% | $4,763-54.4% |
| Participant deferral / active EE | $5,317 | $4,350+22.2% | $3,964+34.1% | $5,983-11.1% |
| Admin fee / account holder | $842 | $6,510-87.1% | $5,617-85.0% | $11,252-92.5% |