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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 | $19,557 | $111,830-82.5% | $93,696-79.1% | $145,884-86.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 15.43% | 204.08%-188.6pp | 133.74%-118.3pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,541 | $3,093-17.8% | $2,422+4.9% | $4,662-45.5% |
| Participant deferral / active EE | $3,455 | $4,920-29.8% | $4,417-21.8% | $6,690-48.3% |
| Admin fee / account holder | $595 | $10,249-94.2% | $8,287-92.8% | $13,392-95.6% |