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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 | $22,477 | $96,643-76.7% | $86,617-74.1% | $139,456-83.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.50% | 106.57%-88.1pp | 591.91%-573.4pp | 373.45%-355.0pp |
| Employer contribution / active EE | $2,818 | $3,264-13.7% | $3,023-6.8% | $4,753-40.7% |
| Participant deferral / active EE | $8,498 | $4,835+75.8% | $4,437+91.5% | $6,711+26.6% |
| Admin fee / account holder | $699 | $6,406-89.1% | $5,613-87.6% | $11,407-93.9% |