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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 | $12,829 | $81,668-84.3% | $58,507-78.1% | $139,487-90.8% |
| Participation rate | 86.4% | 61.3%+25.0pp | 50.9%+35.5pp | 80.3%+6.0pp |
| Annual return | 11.47% | 7430.07%-7418.6pp | 4252.32%-4240.9pp | 373.84%-362.4pp |
| Employer contribution / active EE | $958 | $1,398-31.5% | $1,053-9.0% | $4,755-79.8% |
| Participant deferral / active EE | $1,807 | $2,554-29.2% | $1,922-6.0% | $6,713-73.1% |
| Admin fee / account holder | $2,113 | $3,212-34.2% | $2,486-15.0% | $11,407-81.5% |