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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 | $11,859 | $110,629-89.3% | $80,784-85.3% | $167,553-92.9% |
| Participation rate | 89.5% | 64.0%+25.5pp | 54.2%+35.3pp | 82.1%+7.4pp |
| Annual return | 25.53% | 120.58%-95.1pp | 87.31%-61.8pp | 478.89%-453.4pp |
| Employer contribution / active EE | $971 | $1,543-37.1% | $1,160-16.3% | $4,840-79.9% |
| Participant deferral / active EE | $3,478 | $2,871+21.2% | $2,145+62.1% | $6,343-45.2% |
| Admin fee / account holder | $442 | $4,547-90.3% | $3,380-86.9% | $12,316-96.4% |