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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 | $11,299 | $96,678-88.3% | $86,640-87.0% | $139,466-91.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 11.87% | 106.69%-94.8pp | 592.52%-580.7pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,097 | $3,265-66.4% | $3,024-63.7% | $4,754-76.9% |
| Participant deferral / active EE | $2,142 | $4,837-55.7% | $4,438-51.7% | $6,712-68.1% |
| Admin fee / account holder | $3,010 | $6,410-53.0% | $5,616-46.4% | $11,409-73.6% |