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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 | $23,570 | $73,421-67.9% | $66,439-64.5% | $155,188-84.8% |
| Participation rate | 81.8% | 79.7%+2.1pp | 74.5%+7.3pp | 80.8%+1.0pp |
| Annual return | 12.16% | 1382.37%-1370.2pp | 757.66%-745.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,215 | $3,039-27.1% | $2,637-16.0% | $4,248-47.9% |
| Participant deferral / active EE | $4,706 | $4,680+0.6% | $3,876+21.4% | $6,531-27.9% |
| Admin fee / account holder | $578 | $8,856-93.5% | $6,173-90.6% | $14,480-96.0% |