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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 | $23,586 | $81,763-71.2% | $58,561-59.7% | $139,466-83.1% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 17.24% | 7427.77%-7410.5pp | 4251.33%-4234.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $915 | $1,398-34.6% | $1,053-13.2% | $4,754-80.8% |
| Participant deferral / active EE | $3,238 | $2,555+26.8% | $1,923+68.4% | $6,712-51.8% |
| Admin fee / account holder | $1,192 | $3,273-63.6% | $2,520-52.7% | $11,409-89.6% |