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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 | $29,999 | $108,897-72.5% | $100,378-70.1% | $145,877-79.4% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 12.34% | 58.17%-45.8pp | 49.41%-37.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,274 | $4,420-71.2% | $3,942-67.7% | $4,663-72.7% |
| Participant deferral / active EE | $2,667 | $8,455-68.5% | $8,087-67.0% | $6,691-60.1% |
| Admin fee / account holder | $905 | $9,690-90.7% | $7,899-88.5% | $13,402-93.2% |