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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 | $41,774 | $167,030-75.0% | $135,768-69.2% | $155,188-73.1% |
| Participation rate | 77.8% | 76.2%+1.6pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 18.29% | 678.39%-660.1pp | 526.10%-507.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $726 | $4,132-82.4% | $3,394-78.6% | $4,248-82.9% |
| Participant deferral / active EE | $3,417 | $4,528-24.5% | $3,977-14.1% | $6,531-47.7% |
| Admin fee / account holder | $658 | $8,172-91.9% | $7,048-90.7% | $14,480-95.5% |