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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 | $24,440 | $96,361-74.6% | $80,607-69.7% | $139,456-82.5% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 18.63% | 1350.95%-1332.3pp | 936.11%-917.5pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,560 | $3,262-52.2% | $2,724-42.7% | $4,753-67.2% |
| Participant deferral / active EE | $4,707 | $5,232-10.0% | $4,448+5.8% | $6,711-29.9% |
| Admin fee / account holder | $507 | $6,601-92.3% | $5,379-90.6% | $11,407-95.6% |