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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 | $14,462 | $96,691-85.0% | $86,656-83.3% | $139,487-89.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.05% | 106.87%-86.8pp | 593.09%-573.0pp | 373.84%-353.8pp |
| Employer contribution / active EE | $1,945 | $3,267-40.5% | $3,025-35.7% | $4,755-59.1% |
| Participant deferral / active EE | $2,581 | $4,838-46.6% | $4,439-41.9% | $6,713-61.5% |
| Admin fee / account holder | $1,362 | $6,414-78.8% | $5,619-75.8% | $11,407-88.1% |