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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 | $8,456 | $70,121-87.9% | $63,803-86.7% | $138,895-93.9% |
| Participation rate | 78.6% | 77.2%+1.4pp | 72.7%+5.9pp | 79.9%-1.3pp |
| Annual return | 21.51% | 946.48%-925.0pp | 543.72%-522.2pp | 145.39%-123.9pp |
| Employer contribution / active EE | $689 | $2,882-76.1% | $2,532-72.8% | $4,194-83.6% |
| Participant deferral / active EE | $2,022 | $4,535-55.4% | $3,843-47.4% | $6,396-68.4% |
| Admin fee / account holder | $4,114 | $6,738-38.9% | $5,196-20.8% | $12,562-67.2% |