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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 | $19,677 | $88,778-77.8% | $81,844-76.0% | $145,884-86.5% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.36% | 1033.03%-1022.7pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,254 | $3,087-59.4% | $2,916-57.0% | $4,662-73.1% |
| Participant deferral / active EE | $2,694 | $4,648-42.0% | $4,323-37.7% | $6,690-59.7% |
| Admin fee / account holder | $592 | $8,430-93.0% | $7,355-92.0% | $13,392-95.6% |