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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 | $9,230 | $90,614-89.8% | $76,089-87.9% | $145,877-93.7% |
| Participation rate | 79.2% | 74.5%+4.7pp | 69.1%+10.1pp | 80.3%-1.1pp |
| Annual return | 12.31% | 623.80%-611.5pp | 360.94%-348.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,292 | $3,324-61.1% | $2,690-52.0% | $4,663-72.3% |
| Participant deferral / active EE | $2,058 | $5,168-60.2% | $4,259-51.7% | $6,691-69.2% |
| Admin fee / account holder | $581 | $8,376-93.1% | $6,418-90.9% | $13,402-95.7% |