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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 | $23,511 | $85,169-72.4% | $172,755-86.4% | $72,983-67.8% |
| Participation rate | 79.3% | 70.1%+9.2pp | 82.6%-3.3pp | 69.5%+9.8pp |
| Annual return | 25.32% | 27.32%-2.0pp | 802.94%-777.6pp | 81.01%-55.7pp |
| Employer contribution / active EE | $1,534 | $3,324-53.8% | $5,144-70.2% | $2,440-37.1% |
| Participant deferral / active EE | $1,814 | $3,260-44.3% | $5,198-65.1% | $3,608-49.7% |
| Admin fee / account holder | $374 | $5,880-93.6% | $13,955-97.3% | $5,124-92.7% |