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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 | $123,982-76.4% | $69,701-58.0% | $145,959-80.0% |
| Participation rate | 78.6% | 69.2%+9.4pp | 66.4%+12.1pp | 80.3%-1.7pp |
| Annual return | 11.47% | 191.01%-179.5pp | 100.32%-88.8pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,469 | $2,681-45.2% | $1,713-14.2% | $4,661-68.5% |
| Participant deferral / active EE | $1,850 | $4,236-56.3% | $2,887-35.9% | $6,689-72.3% |
| Admin fee / account holder | $4,446 | $7,867-43.5% | $4,717-5.7% | $13,398-66.8% |