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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 | $16,759 | $123,982-86.5% | $69,701-76.0% | $145,959-88.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 66.4%+27.7pp | 80.3%+13.8pp |
| Annual return | 11.95% | 191.01%-179.1pp | 100.32%-88.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,763 | $2,681-34.3% | $1,713+2.9% | $4,661-62.2% |
| Participant deferral / active EE | $2,543 | $4,236-40.0% | $2,887-11.9% | $6,689-62.0% |
| Admin fee / account holder | $9,429 | $7,867+19.9% | $4,717+99.9% | $13,398-29.6% |