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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 | $13,342 | $149,040-91.0% | $120,225-88.9% | $137,256-90.3% |
| Participation rate | 76.9% | 75.4%+1.5pp | 69.6%+7.3pp | 80.0%-3.0pp |
| Annual return | 24.44% | 605.68%-581.2pp | 439.23%-414.8pp | 220.34%-195.9pp |
| Employer contribution / active EE | $589 | $4,350-86.5% | $3,475-83.0% | $4,156-85.8% |
| Participant deferral / active EE | $5,831 | $4,655+25.3% | $3,999+45.8% | $6,407-9.0% |
| Admin fee / account holder | $550 | $6,348-91.3% | $5,696-90.3% | $12,270-95.5% |