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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 | $16,092 | $109,872-85.4% | $98,483-83.7% | $167,536-90.4% |
| Participation rate | 77.3% | 75.8%+1.4pp | 73.3%+3.9pp | 82.1%-4.8pp |
| Annual return | 13.59% | 1959.31%-1945.7pp | 1494.38%-1480.8pp | 478.82%-465.2pp |
| Employer contribution / active EE | $970 | $3,225-69.9% | $2,961-67.2% | $4,839-80.0% |
| Participant deferral / active EE | $2,825 | $4,673-39.5% | $4,276-33.9% | $6,342-55.5% |
| Admin fee / account holder | $9,746 | $6,757+44.2% | $5,953+63.7% | $12,315-20.9% |