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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 | $17,029 | $84,741-79.9% | $75,731-77.5% | $167,553-89.8% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.8%+13.4pp | 82.1%+6.1pp |
| Annual return | 11.50% | 199.72%-188.2pp | 104.65%-93.1pp | 478.89%-467.4pp |
| Employer contribution / active EE | $1,370 | $3,230-57.6% | $2,743-50.1% | $4,840-71.7% |
| Participant deferral / active EE | $4,850 | $4,577+6.0% | $3,820+27.0% | $6,343-23.5% |
| Admin fee / account holder | $3,056 | $5,361-43.0% | $3,620-15.6% | $12,316-75.2% |