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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 | $5,303 | $88,778-94.0% | $81,844-93.5% | $145,884-96.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 17.21% | 1033.03%-1015.8pp | 778.87%-761.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $628 | $3,087-79.7% | $2,916-78.5% | $4,662-86.5% |
| Participant deferral / active EE | $826 | $4,648-82.2% | $4,323-80.9% | $6,690-87.7% |
| Admin fee / account holder | $1,070 | $8,430-87.3% | $7,355-85.5% | $13,392-92.0% |