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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 | $18,670 | $149,040-87.5% | $120,225-84.5% | $137,256-86.4% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 14.91% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,699 | $4,350-60.9% | $3,475-51.1% | $4,156-59.1% |
| Participant deferral / active EE | $3,399 | $4,655-27.0% | $3,999-15.0% | $6,407-47.0% |
| Admin fee / account holder | $9,386 | $6,348+47.9% | $5,696+64.8% | $12,270-23.5% |