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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 | $13,356 | $88,778-85.0% | $81,844-83.7% | $145,884-90.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.69% | 1033.03%-1022.3pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,012 | $3,087-67.2% | $2,916-65.3% | $4,662-78.3% |
| Participant deferral / active EE | $3,784 | $4,648-18.6% | $4,323-12.5% | $6,690-43.4% |
| Admin fee / account holder | $1,941 | $8,430-77.0% | $7,355-73.6% | $13,392-85.5% |