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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 | $45,202 | $102,635-56.0% | $86,209-47.6% | $139,456-67.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 21.30% | 1923.53%-1902.2pp | 1169.05%-1147.7pp | 373.45%-352.1pp |
| Employer contribution / active EE | $2,351 | $3,034-22.5% | $2,381-1.3% | $4,753-50.5% |
| Participant deferral / active EE | $5,011 | $4,677+7.1% | $3,986+25.7% | $6,711-25.3% |
| Admin fee / account holder | $455 | $8,661-94.7% | $6,853-93.4% | $11,407-96.0% |