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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 | $9,230 | $90,530-89.8% | $76,030-87.9% | $145,897-93.7% |
| Participation rate | 79.2% | 74.4%+4.7pp | 69.1%+10.1pp | 80.3%-1.1pp |
| Annual return | 12.31% | 625.08%-612.8pp | 361.54%-349.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,292 | $3,319-61.1% | $2,688-51.9% | $4,663-72.3% |
| Participant deferral / active EE | $2,058 | $5,164-60.2% | $4,257-51.7% | $6,689-69.2% |
| Admin fee / account holder | $581 | $8,383-93.1% | $6,421-91.0% | $13,390-95.7% |