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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 | $17,765 | $106,008-83.2% | $92,240-80.7% | $147,586-88.0% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 21.24% | 50.05%-28.8pp | 176.29%-155.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $2,214 | $4,333-48.9% | $3,680-39.8% | $4,876-54.6% |
| Participant deferral / active EE | $4,457 | $4,478-0.5% | $3,897+14.4% | $5,439-18.0% |
| Admin fee / account holder | $1,391 | $6,333-78.0% | $5,194-73.2% | $10,886-87.2% |