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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 | $11,414 | $103,008-88.9% | $90,304-87.4% | $152,897-92.5% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.5%+8.0pp |
| Annual return | 14.05% | 95.22%-81.2pp | 78.13%-64.1pp | 345.43%-331.4pp |
| Employer contribution / active EE | $2,409 | $3,139-23.3% | $2,855-15.6% | $4,764-49.4% |
| Participant deferral / active EE | $2,214 | $4,281-48.3% | $3,885-43.0% | $5,851-62.2% |
| Admin fee / account holder | $916 | $6,175-85.2% | $5,354-82.9% | $11,599-92.1% |