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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 | $100,938-75.2% | $90,461-72.4% | $158,982-84.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 17.82% | 1727.20%-1709.4pp | 1294.76%-1276.9pp | 302.99%-285.2pp |
| Employer contribution / active EE | $2,312 | $3,691-37.4% | $3,264-29.2% | $4,763-51.5% |
| Participant deferral / active EE | $3,840 | $4,350-11.7% | $3,964-3.1% | $5,983-35.8% |
| Admin fee / account holder | $373 | $6,510-94.3% | $5,617-93.4% | $11,252-96.7% |