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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 | $12,286 | $110,093-88.8% | $97,295-87.4% | $145,897-91.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 17.44% | 244.76%-227.3pp | 75.62%-58.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,960 | $3,077-36.3% | $2,723-28.0% | $4,663-58.0% |
| Participant deferral / active EE | $4,133 | $4,678-11.6% | $4,264-3.1% | $6,689-38.2% |
| Admin fee / account holder | $468 | $6,212-92.5% | $5,646-91.7% | $13,390-96.5% |