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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 | $16,899 | $102,663-83.5% | $86,216-80.4% | $139,466-87.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 20.22% | 1924.52%-1904.3pp | 1169.42%-1149.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $872 | $3,035-71.3% | $2,382-63.4% | $4,754-81.7% |
| Participant deferral / active EE | $5,730 | $4,677+22.5% | $3,986+43.7% | $6,712-14.6% |
| Admin fee / account holder | $3,122 | $8,663-64.0% | $6,853-54.4% | $11,409-72.6% |