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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 | $111,878-88.9% | $93,727-86.8% | $145,897-91.5% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 23.06% | 204.28%-181.2pp | 133.83%-110.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | $2,076 | $3,092-32.9% | $2,421-14.3% | $4,663-55.5% |
| Participant deferral / active EE | $7,577 | $4,920+54.0% | $4,417+71.5% | $6,689+13.3% |
| Admin fee / account holder | $624 | $10,256-93.9% | $8,292-92.5% | $13,390-95.3% |