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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 | $15,510 | $60,393-74.3% | $81,820-81.0% | $74,429-79.2% |
| Participation rate | 92.2% | 62.9%+29.3pp | 72.4%+19.8pp | 67.2%+25.0pp |
| Annual return | 20.71% | 16.89%+3.8pp | 777.93%-757.2pp | 1368.38%-1347.7pp |
| Employer contribution / active EE | $1,086 | $2,626-58.7% | $2,915-62.7% | $2,625-58.6% |
| Participant deferral / active EE | $4,364 | $3,397+28.5% | $4,323+0.9% | $4,348+0.4% |
| Admin fee / account holder | $2,684 | $1,491+80.1% | $7,391-63.7% | $1,944+38.1% |