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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 | $88,754-89.7% | $81,820-88.8% | $145,877-93.7% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 14.16% | 1031.77%-1017.6pp | 777.93%-763.8pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,298 | $3,085-57.9% | $2,915-55.5% | $4,663-72.2% |
| Participant deferral / active EE | $1,561 | $4,648-66.4% | $4,323-63.9% | $6,691-76.7% |
| Admin fee / account holder | $839 | $8,424-90.0% | $7,391-88.6% | $13,402-93.7% |