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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 | $27,037 | $72,446-62.7% | $67,561-60.0% | $145,877-81.5% |
| Participation rate | 92.3% | 76.9%+15.4pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 12.26% | 7211.98%-7199.7pp | 3525.44%-3513.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,221 | $3,072-27.7% | $2,735-18.8% | $4,663-52.4% |
| Participant deferral / active EE | $5,814 | $4,785+21.5% | $4,003+45.2% | $6,691-13.1% |
| Admin fee / account holder | $999 | $5,541-82.0% | $4,006-75.1% | $13,402-92.5% |