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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 | $42,456 | $81,749-48.1% | $58,544-27.5% | $139,456-69.6% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 17.84% | 7425.45%-7407.6pp | 4249.56%-4231.7pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,694 | $1,398+21.2% | $1,053+60.9% | $4,753-64.3% |
| Participant deferral / active EE | $3,219 | $2,555+26.0% | $1,923+67.4% | $6,711-52.0% |
| Admin fee / account holder | $3,023 | $3,272-7.6% | $2,520+20.0% | $11,407-73.5% |