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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 | $9,171 | $88,710-89.7% | $81,783-88.8% | $145,959-93.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 14.16% | 1027.26%-1013.1pp | 775.05%-760.9pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,298 | $3,083-57.9% | $2,913-55.4% | $4,661-72.1% |
| Participant deferral / active EE | $1,561 | $4,645-66.4% | $4,320-63.9% | $6,689-76.7% |
| Admin fee / account holder | $839 | $8,407-90.0% | $7,380-88.6% | $13,398-93.7% |