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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 | $21,291 | $72,071-70.5% | $68,368-68.9% | $137,256-84.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 23.19% | 353.14%-330.0pp | 292.57%-269.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,062 | $2,788-61.9% | $2,649-59.9% | $4,156-74.4% |
| Participant deferral / active EE | $1,588 | $4,410-64.0% | $4,123-61.5% | $6,407-75.2% |
| Admin fee / account holder | $301 | $5,336-94.4% | $5,150-94.1% | $12,270-97.5% |