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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 | $57,750 | $102,635-43.7% | $86,209-33.0% | $139,456-58.6% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 15.99% | 1923.53%-1907.5pp | 1169.05%-1153.1pp | 373.45%-357.5pp |
| Employer contribution / active EE | $1,789 | $3,034-41.0% | $2,381-24.9% | $4,753-62.4% |
| Participant deferral / active EE | $6,768 | $4,677+44.7% | $3,986+69.8% | $6,711+0.8% |
| Admin fee / account holder | $1,594 | $8,661-81.6% | $6,853-76.7% | $11,407-86.0% |