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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 | $13,302 | $102,635-87.0% | $86,209-84.6% | $139,456-90.5% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.0%+7.2pp | 80.3%-4.1pp |
| Annual return | 19.13% | 1923.53%-1904.4pp | 1169.05%-1149.9pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,236 | $3,034-26.3% | $2,381-6.1% | $4,753-53.0% |
| Participant deferral / active EE | $3,707 | $4,677-20.7% | $3,986-7.0% | $6,711-44.8% |
| Admin fee / account holder | $3,945 | $8,661-54.5% | $6,853-42.4% | $11,407-65.4% |