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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 | $22,000 | $176,120-87.5% | $159,487-86.2% | $167,553-86.9% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 17.32% | 331.95%-314.6pp | 263.71%-246.4pp | 478.89%-461.6pp |
| Employer contribution / active EE | $1,926 | $5,299-63.6% | $4,831-60.1% | $4,840-60.2% |
| Participant deferral / active EE | $9,534 | $7,752+23.0% | $7,354+29.6% | $6,343+50.3% |
| Admin fee / account holder | $4,891 | $12,561-61.1% | $10,804-54.7% | $12,316-60.3% |