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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 | $21,424 | $176,688-87.9% | $130,660-83.6% | $152,909-86.0% |
| Participation rate | 94.4% | 79.0%+15.5pp | 71.7%+22.7pp | 82.5%+12.0pp |
| Annual return | 19.87% | 2693.08%-2673.2pp | 1709.29%-1689.4pp | 345.46%-325.6pp |
| Employer contribution / active EE | $2,138 | $5,743-62.8% | $4,092-47.8% | $4,764-55.1% |
| Participant deferral / active EE | $4,570 | $4,362+4.8% | $3,603+26.8% | $5,851-21.9% |
| Admin fee / account holder | $658 | $7,131-90.8% | $5,463-88.0% | $11,601-94.3% |