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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 | $16,139 | $115,903-86.1% | $100,528-83.9% | $158,966-89.8% |
| Participation rate | 78.3% | 81.6%-3.3pp | 79.4%-1.2pp | 82.0%-3.7pp |
| Annual return | 141.35% | 34.80%+106.5pp | 30.90%+110.4pp | 302.95%-161.6pp |
| Employer contribution / active EE | $1,243 | $4,105-69.7% | $3,419-63.6% | $4,762-73.9% |
| Participant deferral / active EE | $5,601 | $6,677-16.1% | $6,271-10.7% | $5,983-6.4% |
| Admin fee / account holder | $336 | $11,000-96.9% | $8,084-95.8% | $11,250-97.0% |