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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 | $13,737 | $111,830-87.7% | $93,696-85.3% | $145,884-90.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 12.64% | 204.08%-191.4pp | 133.74%-121.1pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,608 | $3,093-15.7% | $2,422+7.7% | $4,662-44.1% |
| Participant deferral / active EE | $3,541 | $4,920-28.0% | $4,417-19.8% | $6,690-47.1% |
| Admin fee / account holder | $1,752 | $10,249-82.9% | $8,287-78.9% | $13,392-86.9% |