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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 | $28,434 | $56,640-49.8% | $78,002-63.5% | $55,167-48.5% |
| Participation rate | 87.6% | 73.3%+14.3pp | 75.5%+12.1pp | 69.0%+18.6pp |
| Annual return | 6.75% | 2868.48%-2861.7pp | 425.99%-419.2pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,062 | $1,724+19.7% | $2,470-16.5% | $1,963+5.1% |
| Participant deferral / active EE | $2,655 | $2,778-4.4% | $3,497-24.1% | $3,054-13.1% |
| Admin fee / account holder | $550 | $467+17.9% | $5,481-90.0% | $504+9.2% |