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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 | $11,839 | $111,785-89.4% | $93,669-87.4% | $145,877-91.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 13.04% | 203.79%-190.8pp | 133.59%-120.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,249 | $3,096-59.7% | $2,424-48.5% | $4,663-73.2% |
| Participant deferral / active EE | $1,249 | $4,919-74.6% | $4,416-71.7% | $6,691-81.3% |
| Admin fee / account holder | $524 | $10,256-94.9% | $8,291-93.7% | $13,402-96.1% |