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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 | $23,194 | $70,121-66.9% | $63,803-63.6% | $138,895-83.3% |
| Participation rate | 86.4% | 77.2%+9.2pp | 72.7%+13.7pp | 79.9%+6.4pp |
| Annual return | 17.32% | 946.48%-929.2pp | 543.72%-526.4pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,090 | $2,882-62.2% | $2,532-57.0% | $4,194-74.0% |
| Participant deferral / active EE | $3,895 | $4,535-14.1% | $3,843+1.4% | $6,396-39.1% |
| Admin fee / account holder | $1,728 | $6,738-74.3% | $5,196-66.7% | $12,562-86.2% |