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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 | $25,164 | $114,073-77.9% | $96,161-73.8% | $167,518-85.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 13.20% | 189.95%-176.7pp | 192.01%-178.8pp | 478.71%-465.5pp |
| Employer contribution / active EE | $759 | $3,428-77.9% | $2,798-72.9% | $4,838-84.3% |
| Participant deferral / active EE | $4,838 | $5,195-6.9% | $4,349+11.2% | $6,342-23.7% |
| Admin fee / account holder | $348 | $6,899-95.0% | $5,538-93.7% | $12,312-97.2% |