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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 | $40,123 | $102,663-60.9% | $86,216-53.5% | $139,466-71.2% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 12.30% | 1924.52%-1912.2pp | 1169.42%-1157.1pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,683 | $3,035-11.6% | $2,382+12.7% | $4,754-43.6% |
| Participant deferral / active EE | $4,385 | $4,677-6.3% | $3,986+10.0% | $6,712-34.7% |
| Admin fee / account holder | $16,824 | $8,663+94.2% | $6,853+145.5% | $11,409+47.5% |