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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 | $12,821 | $100,911-87.3% | $90,440-85.8% | $158,966-91.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 7.32% | 1726.62%-1719.3pp | 1294.38%-1287.1pp | 302.95%-295.6pp |
| Employer contribution / active EE | $1,042 | $3,690-71.8% | $3,263-68.1% | $4,762-78.1% |
| Participant deferral / active EE | $3,992 | $4,348-8.2% | $3,964+0.7% | $5,983-33.3% |
| Admin fee / account holder | $15,593 | $6,507+139.6% | $5,615+177.7% | $11,250+38.6% |