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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 | $9,647 | $90,691-89.4% | $76,119-87.3% | $145,884-93.4% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.1%+25.4pp | 80.3%+14.1pp |
| Annual return | 13.77% | 624.52%-610.8pp | 361.25%-347.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,755 | $3,329-47.3% | $2,693-34.8% | $4,662-62.3% |
| Participant deferral / active EE | $2,636 | $5,167-49.0% | $4,259-38.1% | $6,690-60.6% |
| Admin fee / account holder | $448 | $8,383-94.7% | $6,421-93.0% | $13,392-96.7% |