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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 | $68,545 | $102,635-33.2% | $86,209-20.5% | $139,456-50.8% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.0%+7.5pp | 80.3%-3.9pp |
| Annual return | 17.80% | 1923.53%-1905.7pp | 1169.05%-1151.3pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,229 | $3,034-59.5% | $2,381-48.4% | $4,753-74.1% |
| Participant deferral / active EE | $2,198 | $4,677-53.0% | $3,986-44.9% | $6,711-67.2% |
| Admin fee / account holder | $870 | $8,661-90.0% | $6,853-87.3% | $11,407-92.4% |