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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 | $9,723 | $96,388-89.9% | $80,627-87.9% | $139,466-93.0% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.2pp | 80.3%+0.9pp |
| Annual return | 19.94% | 1352.08%-1332.1pp | 936.76%-916.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,441 | $3,260-55.8% | $2,723-47.1% | $4,754-69.7% |
| Participant deferral / active EE | $1,718 | $5,224-67.1% | $4,443-61.3% | $6,712-74.4% |
| Admin fee / account holder | $1,907 | $6,603-71.1% | $5,381-64.6% | $11,409-83.3% |