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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 | $111,814-88.9% | $93,654-86.8% | $145,959-91.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 23.06% | 203.30%-180.2pp | 133.34%-110.3pp | 561.95%-538.9pp |
| Employer contribution / active EE | $2,076 | $3,092-32.8% | $2,421-14.2% | $4,661-55.5% |
| Participant deferral / active EE | $7,577 | $4,914+54.2% | $4,413+71.7% | $6,689+13.3% |
| Admin fee / account holder | $624 | $10,246-93.9% | $8,282-92.5% | $13,398-95.3% |