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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 | $111,830-81.3% | $93,696-77.7% | $145,884-85.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 13.69% | 204.08%-190.4pp | 133.74%-120.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,289 | $3,093-58.3% | $2,422-46.8% | $4,662-72.4% |
| Participant deferral / active EE | $2,578 | $4,920-47.6% | $4,417-41.6% | $6,690-61.5% |
| Admin fee / account holder | $493 | $10,249-95.2% | $8,287-94.0% | $13,392-96.3% |