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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 | $17,975 | $100,938-82.2% | $90,461-80.1% | $158,982-88.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 29.31% | 1727.20%-1697.9pp | 1294.76%-1265.5pp | 302.99%-273.7pp |
| Employer contribution / active EE | $1,686 | $3,691-54.3% | $3,264-48.3% | $4,763-64.6% |
| Participant deferral / active EE | $6,942 | $4,350+59.6% | $3,964+75.1% | $5,983+16.0% |
| Admin fee / account holder | $326 | $6,510-95.0% | $5,617-94.2% | $11,252-97.1% |