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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 | $42,617 | $111,830-61.9% | $93,696-54.5% | $145,884-70.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.66% | 204.08%-192.4pp | 133.74%-122.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,521 | $3,093-50.8% | $2,422-37.2% | $4,662-67.4% |
| Participant deferral / active EE | $8,744 | $4,920+77.7% | $4,417+98.0% | $6,690+30.7% |
| Admin fee / account holder | $451 | $10,249-95.6% | $8,287-94.6% | $13,392-96.6% |