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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 | $25,376 | $109,863-76.9% | $98,477-74.2% | $167,518-84.9% |
| Participation rate | 79.2% | 75.8%+3.3pp | 73.3%+5.8pp | 82.1%-2.9pp |
| Annual return | 20.49% | 1958.09%-1937.6pp | 1493.59%-1473.1pp | 478.71%-458.2pp |
| Employer contribution / active EE | $1,400 | $3,225-56.6% | $2,961-52.7% | $4,838-71.1% |
| Participant deferral / active EE | $1,425 | $4,673-69.5% | $4,276-66.7% | $6,342-77.5% |
| Admin fee / account holder | $2,231 | $6,755-67.0% | $5,951-62.5% | $12,312-81.9% |