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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 | $19,280 | $81,763-76.4% | $58,561-67.1% | $139,466-86.2% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 22.90% | 7427.77%-7404.9pp | 4251.33%-4228.4pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,331 | $1,398+66.7% | $1,053+121.3% | $4,754-51.0% |
| Participant deferral / active EE | $5,691 | $2,555+122.8% | $1,923+195.9% | $6,712-15.2% |
| Admin fee / account holder | $980 | $3,273-70.1% | $2,520-61.1% | $11,409-91.4% |