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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 | $26,137 | $88,815-70.6% | $81,882-68.1% | $145,897-82.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 22.02% | 1033.75%-1011.7pp | 779.47%-757.5pp | 552.29%-530.3pp |
| Employer contribution / active EE | $2,340 | $3,086-24.2% | $2,916-19.7% | $4,663-49.8% |
| Participant deferral / active EE | $7,793 | $4,647+67.7% | $4,323+80.3% | $6,689+16.5% |
| Admin fee / account holder | $1,754 | $8,434-79.2% | $7,360-76.2% | $13,390-86.9% |