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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 | $18,373 | $111,830-83.6% | $93,696-80.4% | $145,884-87.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 17.45% | 204.08%-186.6pp | 133.74%-116.3pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,250 | $3,093-59.6% | $2,422-48.4% | $4,662-73.2% |
| Participant deferral / active EE | $2,159 | $4,920-56.1% | $4,417-51.1% | $6,690-67.7% |
| Admin fee / account holder | $460 | $10,249-95.5% | $8,287-94.4% | $13,392-96.6% |