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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 | $17,767 | $99,921-82.2% | $85,009-79.1% | $145,959-87.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 12.57% | 83.89%-71.3pp | 66.47%-53.9pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,444 | $3,233-55.3% | $2,728-47.1% | $4,661-69.0% |
| Participant deferral / active EE | $2,093 | $5,293-60.5% | $4,522-53.7% | $6,689-68.7% |
| Admin fee / account holder | $7,242 | $7,252-0.1% | $6,153+17.7% | $13,398-45.9% |