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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 | $76,923 | $100,938-23.8% | $90,461-15.0% | $158,982-51.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.95% | 1727.20%-1708.3pp | 1294.76%-1275.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $783 | $3,691-78.8% | $3,264-76.0% | $4,763-83.6% |
| Participant deferral / active EE | $2,051 | $4,350-52.9% | $3,964-48.3% | $5,983-65.7% |
| Admin fee / account holder | $10,041 | $6,510+54.2% | $5,617+78.8% | $11,252-10.8% |