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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 | $12,061 | $111,830-89.2% | $93,696-87.1% | $145,884-91.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 11.89% | 204.08%-192.2pp | 133.74%-121.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,626 | $3,093-47.4% | $2,422-32.9% | $4,662-65.1% |
| Participant deferral / active EE | $1,216 | $4,920-75.3% | $4,417-72.5% | $6,690-81.8% |
| Admin fee / account holder | $1,214 | $10,249-88.2% | $8,287-85.4% | $13,392-90.9% |