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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 | $12,938 | $84,708-84.7% | $75,714-82.9% | $167,536-92.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.8%+18.5pp | 82.1%+11.2pp |
| Annual return | 12.10% | 199.62%-187.5pp | 104.62%-92.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $764 | $3,231-76.3% | $2,744-72.1% | $4,839-84.2% |
| Participant deferral / active EE | $1,110 | $4,577-75.8% | $3,820-70.9% | $6,342-82.5% |
| Admin fee / account holder | $864 | $5,358-83.9% | $3,619-76.1% | $12,315-93.0% |