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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 | $70,121-83.2% | $63,803-81.6% | $138,895-91.5% |
| Participation rate | 70.6% | 77.2%-6.6pp | 72.7%-2.1pp | 79.9%-9.3pp |
| Annual return | 13.54% | 946.48%-932.9pp | 543.72%-530.2pp | 145.39%-131.9pp |
| Employer contribution / active EE | $773 | $2,882-73.2% | $2,532-69.5% | $4,194-81.6% |
| Participant deferral / active EE | $4,087 | $4,535-9.9% | $3,843+6.3% | $6,396-36.1% |
| Admin fee / account holder | $783 | $6,738-88.4% | $5,196-84.9% | $12,562-93.8% |