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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 | $12,583 | $84,708-85.1% | $75,714-83.4% | $167,536-92.5% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.8%+20.4pp | 82.1%+13.1pp |
| Annual return | 11.05% | 199.62%-188.6pp | 104.62%-93.6pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,090 | $3,231-66.3% | $2,744-60.3% | $4,839-77.5% |
| Participant deferral / active EE | $2,481 | $4,577-45.8% | $3,820-35.1% | $6,342-60.9% |
| Admin fee / account holder | $2,782 | $5,358-48.1% | $3,619-23.1% | $12,315-77.4% |