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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 | $102,595-79.2% | $94,057-77.4% | $154,746-86.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 23.19% | 583.42%-560.2pp | 480.62%-457.4pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,062 | $3,147-66.3% | $2,933-63.8% | $4,379-75.7% |
| Participant deferral / active EE | $1,588 | $5,118-69.0% | $4,709-66.3% | $6,730-76.4% |
| Admin fee / account holder | $301 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |