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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 | $22,170 | $96,678-77.1% | $86,640-74.4% | $139,466-84.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 17.39% | 106.69%-89.3pp | 592.52%-575.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $422 | $3,265-87.1% | $3,024-86.0% | $4,754-91.1% |
| Participant deferral / active EE | $1,977 | $4,837-59.1% | $4,438-55.5% | $6,712-70.5% |
| Admin fee / account holder | $359 | $6,410-94.4% | $5,616-93.6% | $11,409-96.9% |