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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 | $5,400 | $67,823-92.0% | $52,425-89.7% | $137,256-96.1% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 21.95% | 219.11%-197.2pp | 302.12%-280.2pp | 220.34%-198.4pp |
| Employer contribution / active EE | $711 | $1,163-38.9% | $914-22.3% | $4,156-82.9% |
| Participant deferral / active EE | $1,111 | $2,288-51.5% | $1,790-38.0% | $6,407-82.7% |
| Admin fee / account holder | $1,644 | $2,844-42.2% | $2,495-34.1% | $12,270-86.6% |