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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 | $23,414 | $123,750-81.1% | $69,611-66.4% | $145,877-83.9% |
| Participation rate | 81.8% | 69.2%+12.6pp | 66.4%+15.4pp | 80.3%+1.5pp |
| Annual return | 10.50% | 192.03%-181.5pp | 101.14%-90.6pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,115 | $2,672-58.3% | $1,709-34.7% | $4,663-76.1% |
| Participant deferral / active EE | $1,689 | $4,243-60.2% | $2,891-41.6% | $6,691-74.8% |
| Admin fee / account holder | $444 | $7,817-94.3% | $4,696-90.5% | $13,402-96.7% |