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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 | $12,954 | $110,093-88.2% | $97,295-86.7% | $145,897-91.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 13.37% | 244.76%-231.4pp | 75.62%-62.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,750 | $3,077-43.1% | $2,723-35.7% | $4,663-62.5% |
| Participant deferral / active EE | $3,939 | $4,678-15.8% | $4,264-7.6% | $6,689-41.1% |
| Admin fee / account holder | $5,473 | $6,212-11.9% | $5,646-3.1% | $13,390-59.1% |