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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 | $29,186 | $108,695-73.1% | $74,722-60.9% | $152,897-80.9% |
| Participation rate | 72.7% | 65.4%+7.4pp | 54.5%+18.3pp | 82.5%-9.7pp |
| Annual return | 21.50% | 114.11%-92.6pp | 753.11%-731.6pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,140 | $1,504-24.2% | $1,084+5.2% | $4,764-76.1% |
| Participant deferral / active EE | $1,897 | $2,712-30.0% | $1,963-3.4% | $5,851-67.6% |
| Admin fee / account holder | $2,948 | $4,906-39.9% | $3,335-11.6% | $11,599-74.6% |