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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 | $17,447 | $91,037-80.8% | $71,671-75.7% | $147,586-88.2% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 17.18% | 20.48%-3.3pp | 20.65%-3.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,717 | $3,327-48.4% | $2,460-30.2% | $4,876-64.8% |
| Participant deferral / active EE | $3,717 | $4,498-17.4% | $3,438+8.1% | $5,439-31.7% |
| Admin fee / account holder | $500 | $8,613-94.2% | $5,558-91.0% | $10,886-95.4% |