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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 | $30,896 | $68,097-54.6% | $62,929-50.9% | $137,256-77.5% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 18.23% | 1859.11%-1840.9pp | 1063.93%-1045.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,545 | $2,811+26.1% | $2,505+41.5% | $4,156-14.7% |
| Participant deferral / active EE | $6,877 | $4,553+51.1% | $3,888+76.9% | $6,407+7.3% |
| Admin fee / account holder | $3,878 | $6,521-40.5% | $5,065-23.4% | $12,270-68.4% |