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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 | $6,892 | $96,678-92.9% | $86,640-92.0% | $139,466-95.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 21.56% | 106.69%-85.1pp | 592.52%-571.0pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,350 | $3,265-58.7% | $3,024-55.4% | $4,754-71.6% |
| Participant deferral / active EE | $2,170 | $4,837-55.1% | $4,438-51.1% | $6,712-67.7% |
| Admin fee / account holder | $604 | $6,410-90.6% | $5,616-89.2% | $11,409-94.7% |