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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 | $21,006 | $102,696-79.5% | $86,235-75.6% | $139,487-84.9% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | 15.87% | 1925.91%-1910.0pp | 1170.03%-1154.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,299 | $3,034-24.2% | $2,381-3.4% | $4,755-51.6% |
| Participant deferral / active EE | $2,653 | $4,679-43.3% | $3,987-33.5% | $6,713-60.5% |
| Admin fee / account holder | $1,316 | $8,667-84.8% | $6,856-80.8% | $11,407-88.5% |