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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 | $17,150 | $72,071-76.2% | $68,368-74.9% | $137,256-87.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 44.51% | 353.14%-308.6pp | 292.57%-248.1pp | 220.34%-175.8pp |
| Employer contribution / active EE | $2,876 | $2,788+3.2% | $2,649+8.6% | $4,156-30.8% |
| Participant deferral / active EE | $11,339 | $4,410+157.1% | $4,123+175.0% | $6,407+77.0% |
| Admin fee / account holder | $575 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |