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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 | $13,399 | $68,097-80.3% | $62,929-78.7% | $137,256-90.2% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 13.50% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,982 | $2,811-29.5% | $2,505-20.9% | $4,156-52.3% |
| Participant deferral / active EE | $2,206 | $4,553-51.6% | $3,888-43.3% | $6,407-65.6% |
| Admin fee / account holder | $1,809 | $6,521-72.3% | $5,065-64.3% | $12,270-85.3% |