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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 | $68,097-82.7% | $62,929-81.3% | $137,256-91.4% |
| Participation rate | 70.6% | 77.4%-6.9pp | 73.1%-2.5pp | 80.0%-9.4pp |
| Annual return | 13.54% | 1859.11%-1845.6pp | 1063.93%-1050.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $773 | $2,811-72.5% | $2,505-69.1% | $4,156-81.4% |
| Participant deferral / active EE | $4,087 | $4,553-10.2% | $3,888+5.1% | $6,407-36.2% |
| Admin fee / account holder | $783 | $6,521-88.0% | $5,065-84.5% | $12,270-93.6% |