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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 | $7,865 | $110,629-92.9% | $80,784-90.3% | $167,553-95.3% |
| Participation rate | 82.4% | 64.0%+18.4pp | 54.2%+28.2pp | 82.1%+0.2pp |
| Annual return | 17.39% | 120.58%-103.2pp | 87.31%-69.9pp | 478.89%-461.5pp |
| Employer contribution / active EE | $1,016 | $1,543-34.2% | $1,160-12.4% | $4,840-79.0% |
| Participant deferral / active EE | $3,572 | $2,871+24.5% | $2,145+66.5% | $6,343-43.7% |
| Admin fee / account holder | $868 | $4,547-80.9% | $3,380-74.3% | $12,316-93.0% |