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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 | $19,829 | $110,830-82.1% | $86,625-77.1% | $167,553-88.2% |
| Participation rate | 73.3% | 75.8%-2.5pp | 71.6%+1.7pp | 82.1%-8.8pp |
| Annual return | 19.81% | 116.99%-97.2pp | 63.52%-43.7pp | 478.89%-459.1pp |
| Employer contribution / active EE | $1,041 | $3,245-67.9% | $2,496-58.3% | $4,840-78.5% |
| Participant deferral / active EE | $5,828 | $4,548+28.2% | $3,700+57.5% | $6,343-8.1% |
| Admin fee / account holder | $393 | $8,420-95.3% | $5,830-93.3% | $12,316-96.8% |