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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 | $18,410 | $96,678-81.0% | $86,640-78.8% | $139,466-86.8% |
| Participation rate | 95.7% | 74.4%+21.2pp | 71.7%+23.9pp | 80.3%+15.3pp |
| Annual return | 16.09% | 106.69%-90.6pp | 592.52%-576.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,326 | $3,265-59.4% | $3,024-56.2% | $4,754-72.1% |
| Participant deferral / active EE | $3,578 | $4,837-26.0% | $4,438-19.4% | $6,712-46.7% |
| Admin fee / account holder | $3,858 | $6,410-39.8% | $5,616-31.3% | $11,409-66.2% |