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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 | $13,850 | $109,872-87.4% | $98,483-85.9% | $167,536-91.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 15.55% | 1959.31%-1943.8pp | 1494.38%-1478.8pp | 478.82%-463.3pp |
| Employer contribution / active EE | $4,046 | $3,225+25.5% | $2,961+36.7% | $4,839-16.4% |
| Participant deferral / active EE | $2,464 | $4,673-47.3% | $4,276-42.4% | $6,342-61.2% |
| Admin fee / account holder | $3,080 | $6,757-54.4% | $5,953-48.3% | $12,315-75.0% |