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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 | $60,305-74.3% | $81,780-81.0% | $74,400-79.2% |
| Participation rate | 92.2% | 62.9%+29.4pp | 72.4%+19.9pp | 67.2%+25.0pp |
| Annual return | 20.71% | 16.89%+3.8pp | 776.27%-755.6pp | 1367.51%-1346.8pp |
| Employer contribution / active EE | $1,086 | $2,623-58.6% | $2,914-62.7% | $2,624-58.6% |
| Participant deferral / active EE | $4,364 | $3,390+28.7% | $4,321+1.0% | $4,348+0.4% |
| Admin fee / account holder | $2,684 | $1,484+80.8% | $7,384-63.6% | $1,944+38.1% |