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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 | $22,904 | $100,938-77.3% | $90,461-74.7% | $158,982-85.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 20.09% | 1727.20%-1707.1pp | 1294.76%-1274.7pp | 302.99%-282.9pp |
| Employer contribution / active EE | $2,902 | $3,691-21.4% | $3,264-11.1% | $4,763-39.1% |
| Participant deferral / active EE | $3,421 | $4,350-21.3% | $3,964-13.7% | $5,983-42.8% |
| Admin fee / account holder | $2,630 | $6,510-59.6% | $5,617-53.2% | $11,252-76.6% |