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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 | $7,248 | $88,778-91.8% | $81,844-91.1% | $145,884-95.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 10.52% | 1033.03%-1022.5pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $779 | $3,087-74.8% | $2,916-73.3% | $4,662-83.3% |
| Participant deferral / active EE | $1,808 | $4,648-61.1% | $4,323-58.2% | $6,690-73.0% |
| Admin fee / account holder | $1,826 | $8,430-78.3% | $7,355-75.2% | $13,392-86.4% |