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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 | $10,991 | $100,911-89.1% | $90,440-87.8% | $158,966-93.1% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 10.09% | 1726.62%-1716.5pp | 1294.38%-1284.3pp | 302.95%-292.9pp |
| Employer contribution / active EE | $1,227 | $3,690-66.7% | $3,263-62.4% | $4,762-74.2% |
| Participant deferral / active EE | $1,547 | $4,348-64.4% | $3,964-61.0% | $5,983-74.1% |
| Admin fee / account holder | $1,101 | $6,507-83.1% | $5,615-80.4% | $11,250-90.2% |