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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 | $20,877 | $111,878-81.3% | $93,727-77.7% | $145,897-85.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.69% | 204.28%-190.6pp | 133.83%-120.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,289 | $3,092-58.3% | $2,421-46.8% | $4,663-72.4% |
| Participant deferral / active EE | $2,578 | $4,920-47.6% | $4,417-41.6% | $6,689-61.5% |
| Admin fee / account holder | $493 | $10,256-95.2% | $8,292-94.1% | $13,390-96.3% |