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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 | $14,380 | $102,663-86.0% | $86,216-83.3% | $139,466-89.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 19.00% | 1924.52%-1905.5pp | 1169.42%-1150.4pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,533 | $3,035-49.5% | $2,382-35.6% | $4,754-67.7% |
| Participant deferral / active EE | $5,410 | $4,677+15.7% | $3,986+35.7% | $6,712-19.4% |
| Admin fee / account holder | $2,952 | $8,663-65.9% | $6,853-56.9% | $11,409-74.1% |