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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 | $22,543 | $109,863-79.5% | $98,477-77.1% | $167,518-86.5% |
| Participation rate | 90.5% | 75.8%+14.6pp | 73.3%+17.1pp | 82.1%+8.4pp |
| Annual return | 16.54% | 1958.09%-1941.6pp | 1493.59%-1477.0pp | 478.71%-462.2pp |
| Employer contribution / active EE | $2,245 | $3,225-30.4% | $2,961-24.2% | $4,838-53.6% |
| Participant deferral / active EE | $4,310 | $4,673-7.8% | $4,276+0.8% | $6,342-32.0% |
| Admin fee / account holder | $5,145 | $6,755-23.8% | $5,951-13.6% | $12,312-58.2% |