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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 | $19,549 | $88,815-78.0% | $81,882-76.1% | $145,897-86.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.01% | 1033.75%-1021.7pp | 779.47%-767.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,300 | $3,086-25.5% | $2,916-21.1% | $4,663-50.7% |
| Participant deferral / active EE | $4,118 | $4,647-11.4% | $4,323-4.7% | $6,689-38.4% |
| Admin fee / account holder | $2,780 | $8,434-67.0% | $7,360-62.2% | $13,390-79.2% |