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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 | $123,750-86.5% | $69,611-75.9% | $145,877-88.5% |
| Participation rate | 94.1% | 69.2%+24.9pp | 66.4%+27.7pp | 80.3%+13.8pp |
| Annual return | 11.95% | 192.03%-180.1pp | 101.14%-89.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,763 | $2,672-34.0% | $1,709+3.2% | $4,663-62.2% |
| Participant deferral / active EE | $2,543 | $4,243-40.1% | $2,891-12.0% | $6,691-62.0% |
| Admin fee / account holder | $9,429 | $7,817+20.6% | $4,696+100.8% | $13,402-29.6% |