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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 | $12,126 | $76,634-84.2% | $56,054-78.4% | $145,978-91.7% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.2pp | 80.3%-7.6pp |
| Annual return | 11.81% | 3004.33%-2992.5pp | 1705.95%-1694.1pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,098 | $1,380-20.5% | $1,039+5.7% | $4,662-76.5% |
| Participant deferral / active EE | $2,352 | $2,622-10.3% | $1,952+20.5% | $6,690-64.8% |
| Admin fee / account holder | $5,509 | $3,321+65.9% | $2,822+95.2% | $13,400-58.9% |