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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 | $25,010 | $100,895-75.2% | $90,430-72.3% | $158,950-84.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 17.82% | 1725.54%-1707.7pp | 1293.73%-1275.9pp | 302.91%-285.1pp |
| Employer contribution / active EE | $2,312 | $3,689-37.3% | $3,262-29.1% | $4,762-51.5% |
| Participant deferral / active EE | $3,840 | $4,347-11.7% | $3,963-3.1% | $5,983-35.8% |
| Admin fee / account holder | $373 | $6,505-94.3% | $5,613-93.4% | $11,248-96.7% |