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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 | $13,830 | $104,937-86.8% | $84,628-83.7% | $152,897-91.0% |
| Participation rate | 76.5% | 74.8%+1.6pp | 68.2%+8.2pp | 82.5%-6.0pp |
| Annual return | 19.13% | 373.88%-354.8pp | 258.80%-239.7pp | 345.43%-326.3pp |
| Employer contribution / active EE | $1,337 | $3,303-59.5% | $2,653-49.6% | $4,764-71.9% |
| Participant deferral / active EE | $2,183 | $4,690-53.5% | $3,900-44.0% | $5,851-62.7% |
| Admin fee / account holder | $467 | $6,243-92.5% | $4,914-90.5% | $11,599-96.0% |