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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 | $14,869 | $108,695-86.3% | $74,722-80.1% | $152,897-90.3% |
| Participation rate | 81.8% | 65.4%+16.5pp | 54.5%+27.4pp | 82.5%-0.6pp |
| Annual return | 22.04% | 114.11%-92.1pp | 753.11%-731.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $541 | $1,504-64.1% | $1,084-50.1% | $4,764-88.7% |
| Participant deferral / active EE | $1,581 | $2,712-41.7% | $1,963-19.5% | $5,851-73.0% |
| Admin fee / account holder | $1,194 | $4,906-75.7% | $3,335-64.2% | $11,599-89.7% |