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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 | $18,915 | $72,465-73.9% | $67,575-72.0% | $145,884-87.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.66% | 7222.56%-7210.9pp | 3528.98%-3517.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,049 | $3,074-65.9% | $2,736-61.7% | $4,662-77.5% |
| Participant deferral / active EE | $1,560 | $4,786-67.4% | $4,003-61.0% | $6,690-76.7% |
| Admin fee / account holder | $1,018 | $5,515-81.5% | $3,993-74.5% | $13,392-92.4% |