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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 | $21,741 | $84,708-74.3% | $75,714-71.3% | $167,536-87.0% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.8%+6.1pp | 82.1%-1.2pp |
| Annual return | 13.08% | 199.62%-186.5pp | 104.62%-91.5pp | 478.82%-465.7pp |
| Employer contribution / active EE | $483 | $3,231-85.1% | $2,744-82.4% | $4,839-90.0% |
| Participant deferral / active EE | $3,872 | $4,577-15.4% | $3,820+1.3% | $6,342-39.0% |
| Admin fee / account holder | $3,542 | $5,358-33.9% | $3,619-2.1% | $12,315-71.2% |