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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 | $24,432 | $111,830-78.2% | $93,696-73.9% | $145,884-83.3% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | 12.46% | 204.08%-191.6pp | 133.74%-121.3pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,556 | $3,093-17.4% | $2,422+5.5% | $4,662-45.2% |
| Participant deferral / active EE | $3,193 | $4,920-35.1% | $4,417-27.7% | $6,690-52.3% |
| Admin fee / account holder | $1,479 | $10,249-85.6% | $8,287-82.1% | $13,392-89.0% |