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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 | $22,704 | $114,073-80.1% | $96,161-76.4% | $167,518-86.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 16.32% | 189.95%-173.6pp | 192.01%-175.7pp | 478.71%-462.4pp |
| Employer contribution / active EE | $1,430 | $3,428-58.3% | $2,798-48.9% | $4,838-70.4% |
| Participant deferral / active EE | $1,776 | $5,195-65.8% | $4,349-59.2% | $6,342-72.0% |
| Admin fee / account holder | $382 | $6,899-94.5% | $5,538-93.1% | $12,312-96.9% |