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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 | $12,127 | $100,911-88.0% | $90,440-86.6% | $158,966-92.4% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 35.22% | 1726.62%-1691.4pp | 1294.38%-1259.2pp | 302.95%-267.7pp |
| Employer contribution / active EE | $2,055 | $3,690-44.3% | $3,263-37.0% | $4,762-56.8% |
| Participant deferral / active EE | $6,389 | $4,348+46.9% | $3,964+61.2% | $5,983+6.8% |
| Admin fee / account holder | $832 | $6,507-87.2% | $5,615-85.2% | $11,250-92.6% |