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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 | $9,415 | $108,695-91.3% | $74,722-87.4% | $152,897-93.8% |
| Participation rate | 73.9% | 65.4%+8.6pp | 54.5%+19.4pp | 82.5%-8.5pp |
| Annual return | 19.28% | 114.11%-94.8pp | 753.11%-733.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $686 | $1,504-54.4% | $1,084-36.8% | $4,764-85.6% |
| Participant deferral / active EE | $1,977 | $2,712-27.1% | $1,963+0.7% | $5,851-66.2% |
| Admin fee / account holder | $332 | $4,906-93.2% | $3,335-90.1% | $11,599-97.1% |