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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 | $26,831 | $96,643-72.2% | $86,617-69.0% | $139,456-80.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 17.96% | 106.57%-88.6pp | 591.91%-574.0pp | 373.45%-355.5pp |
| Employer contribution / active EE | $1,878 | $3,264-42.5% | $3,023-37.9% | $4,753-60.5% |
| Participant deferral / active EE | $2,897 | $4,835-40.1% | $4,437-34.7% | $6,711-56.8% |
| Admin fee / account holder | $412 | $6,406-93.6% | $5,613-92.7% | $11,407-96.4% |