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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 | $12,729 | $103,000-87.6% | $90,300-85.9% | $152,885-91.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 24.61% | 95.19%-70.6pp | 78.11%-53.5pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,433 | $3,138-54.3% | $2,854-49.8% | $4,763-69.9% |
| Participant deferral / active EE | $3,127 | $4,281-26.9% | $3,884-19.5% | $5,851-46.6% |
| Admin fee / account holder | $730 | $6,173-88.2% | $5,353-86.4% | $11,598-93.7% |