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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 | $3,553 | $88,710-96.0% | $81,783-95.7% | $145,959-97.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 9.71% | 1027.26%-1017.5pp | 775.05%-765.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $1,055 | $3,083-65.8% | $2,913-63.8% | $4,661-77.4% |
| Participant deferral / active EE | $2,430 | $4,645-47.7% | $4,320-43.8% | $6,689-63.7% |
| Admin fee / account holder | $937 | $8,407-88.9% | $7,380-87.3% | $13,398-93.0% |