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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 | $37,910 | $109,872-65.5% | $98,483-61.5% | $167,536-77.4% |
| Participation rate | 89.5% | 75.8%+13.6pp | 73.3%+16.1pp | 82.1%+7.4pp |
| Annual return | 26.32% | 1959.31%-1933.0pp | 1494.38%-1468.1pp | 478.82%-452.5pp |
| Employer contribution / active EE | $534 | $3,225-83.4% | $2,961-82.0% | $4,839-89.0% |
| Participant deferral / active EE | $7,745 | $4,673+65.7% | $4,276+81.1% | $6,342+22.1% |
| Admin fee / account holder | $3,961 | $6,757-41.4% | $5,953-33.5% | $12,315-67.8% |