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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 | $29,257 | $123,750-76.4% | $69,611-58.0% | $145,877-79.9% |
| Participation rate | 78.6% | 69.2%+9.4pp | 66.4%+12.1pp | 80.3%-1.7pp |
| Annual return | 11.47% | 192.03%-180.6pp | 101.14%-89.7pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,469 | $2,672-45.0% | $1,709-14.0% | $4,663-68.5% |
| Participant deferral / active EE | $1,850 | $4,243-56.4% | $2,891-36.0% | $6,691-72.4% |
| Admin fee / account holder | $4,446 | $7,817-43.1% | $4,696-5.3% | $13,402-66.8% |