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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 | $10,564 | $114,093-90.7% | $96,171-89.0% | $167,536-93.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 14.25% | 190.00%-175.8pp | 192.04%-177.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $891 | $3,429-74.0% | $2,799-68.2% | $4,839-81.6% |
| Participant deferral / active EE | $2,259 | $5,197-56.5% | $4,350-48.1% | $6,342-64.4% |
| Admin fee / account holder | $1,302 | $6,899-81.1% | $5,538-76.5% | $12,315-89.4% |