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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 | $12,388 | $111,785-88.9% | $93,669-86.8% | $145,877-91.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 23.06% | 203.79%-180.7pp | 133.59%-110.5pp | 551.28%-528.2pp |
| Employer contribution / active EE | $2,076 | $3,096-32.9% | $2,424-14.3% | $4,663-55.5% |
| Participant deferral / active EE | $7,577 | $4,919+54.0% | $4,416+71.6% | $6,691+13.2% |
| Admin fee / account holder | $624 | $10,256-93.9% | $8,291-92.5% | $13,402-95.3% |