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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 | $72,426-83.8% | $67,560-82.6% | $145,897-92.0% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 14.53% | 7226.78%-7212.2pp | 3533.50%-3519.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,198 | $3,074-61.0% | $2,737-56.2% | $4,663-74.3% |
| Participant deferral / active EE | $5,312 | $4,785+11.0% | $4,004+32.7% | $6,689-20.6% |
| Admin fee / account holder | $926 | $5,514-83.2% | $3,994-76.8% | $13,390-93.1% |