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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 | $19,525 | $73,518-73.4% | $63,003-69.0% | $147,585-86.8% |
| Participation rate | 78.3% | 77.9%+0.4pp | 74.8%+3.5pp | 82.8%-4.6pp |
| Annual return | 17.12% | 175.46%-158.3pp | 87.59%-70.5pp | 578.57%-561.4pp |
| Employer contribution / active EE | $435 | $3,322-86.9% | $2,760-84.2% | $4,876-91.1% |
| Participant deferral / active EE | $1,871 | $4,183-55.3% | $3,329-43.8% | $5,439-65.6% |
| Admin fee / account holder | $325 | $5,952-94.5% | $3,600-91.0% | $10,885-97.0% |