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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 | $11,728 | $72,446-83.8% | $67,561-82.6% | $145,877-92.0% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 14.53% | 7211.98%-7197.4pp | 3525.44%-3510.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,198 | $3,072-61.0% | $2,735-56.2% | $4,663-74.3% |
| Participant deferral / active EE | $5,312 | $4,785+11.0% | $4,003+32.7% | $6,691-20.6% |
| Admin fee / account holder | $926 | $5,541-83.3% | $4,006-76.9% | $13,402-93.1% |