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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 | $9,069 | $67,396-86.5% | $60,919-85.1% | $134,545-93.3% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.1%+4.7pp | 81.2%-3.5pp |
| Annual return | 43.89% | 50.12%-6.2pp | 16.96%+26.9pp | 418.37%-374.5pp |
| Employer contribution / active EE | $1,458 | $3,101-53.0% | $2,704-46.1% | $4,742-69.3% |
| Participant deferral / active EE | $4,015 | $4,534-11.5% | $3,814+5.3% | $6,401-37.3% |
| Admin fee / account holder | $1,573 | $4,590-65.7% | $3,228-51.3% | $11,431-86.2% |