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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 | $90,397-89.3% | $76,002-87.3% | $145,959-93.4% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.1%+25.4pp | 80.3%+14.2pp |
| Annual return | 13.77% | 621.97%-608.2pp | 360.07%-346.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,755 | $3,317-47.1% | $2,688-34.7% | $4,661-62.3% |
| Participant deferral / active EE | $2,636 | $5,163-49.0% | $4,257-38.1% | $6,689-60.6% |
| Admin fee / account holder | $448 | $8,369-94.6% | $6,414-93.0% | $13,398-96.7% |