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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 | $111,785-87.7% | $93,669-85.3% | $145,877-90.6% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 12.64% | 203.79%-191.1pp | 133.59%-121.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $2,608 | $3,096-15.8% | $2,424+7.6% | $4,663-44.1% |
| Participant deferral / active EE | $3,541 | $4,919-28.0% | $4,416-19.8% | $6,691-47.1% |
| Admin fee / account holder | $1,752 | $10,256-82.9% | $8,291-78.9% | $13,402-86.9% |