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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 | $32,694 | $102,663-68.2% | $86,216-62.1% | $139,466-76.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 18.76% | 1924.52%-1905.8pp | 1169.42%-1150.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,523 | $3,035-49.8% | $2,382-36.0% | $4,754-68.0% |
| Participant deferral / active EE | $5,314 | $4,677+13.6% | $3,986+33.3% | $6,712-20.8% |
| Admin fee / account holder | $2,088 | $8,663-75.9% | $6,853-69.5% | $11,409-81.7% |