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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 | $119,649 | $185,225-35.4% | $142,898-16.3% | $167,553-28.6% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 12.94% | 8558.12%-8545.2pp | 5639.64%-5626.7pp | 478.89%-466.0pp |
| Employer contribution / active EE | $598 | $5,607-89.3% | $4,146-85.6% | $4,840-87.6% |
| Participant deferral / active EE | $10,947 | $4,496+143.5% | $3,838+185.2% | $6,343+72.6% |
| Admin fee / account holder | $1,384 | $8,032-82.8% | $6,560-78.9% | $12,316-88.8% |