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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 | $21,845 | $99,079-78.0% | $78,002-72.0% | $273,972-92.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 9.12% | 217.93%-208.8pp | 425.99%-416.9pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,321 | $3,308-29.8% | $2,470-6.0% | $4,869-52.3% |
| Participant deferral / active EE | $4,280 | $4,306-0.6% | $3,497+22.4% | $5,287-19.0% |
| Admin fee / account holder | $502 | $8,954-94.4% | $5,481-90.8% | $10,133-95.0% |