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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 | $27,547 | $100,938-72.7% | $90,461-69.5% | $158,982-82.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 13.76% | 1727.20%-1713.4pp | 1294.76%-1281.0pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,290 | $3,691-65.0% | $3,264-60.5% | $4,763-72.9% |
| Participant deferral / active EE | $3,828 | $4,350-12.0% | $3,964-3.4% | $5,983-36.0% |
| Admin fee / account holder | $826 | $6,510-87.3% | $5,617-85.3% | $11,252-92.7% |