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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 | $11,768 | $76,368-84.6% | $67,681-82.6% | $154,746-92.4% |
| Participation rate | 70.6% | 79.0%-8.4pp | 73.7%-3.1pp | 80.7%-10.1pp |
| Annual return | 13.54% | 1066.77%-1053.2pp | 590.58%-577.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $773 | $3,151-75.5% | $2,678-71.1% | $4,379-82.3% |
| Participant deferral / active EE | $4,087 | $4,824-15.3% | $3,976+2.8% | $6,730-39.3% |
| Admin fee / account holder | $783 | $8,559-90.9% | $6,100-87.2% | $14,365-94.6% |