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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 | $17,422 | $96,678-82.0% | $86,640-79.9% | $139,466-87.5% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 13.06% | 106.69%-93.6pp | 592.52%-579.5pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,310 | $3,265-59.9% | $3,024-56.7% | $4,754-72.4% |
| Participant deferral / active EE | $5,178 | $4,837+7.0% | $4,438+16.7% | $6,712-22.9% |
| Admin fee / account holder | $572 | $6,410-91.1% | $5,616-89.8% | $11,409-95.0% |