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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 | $9,496 | $100,895-90.6% | $90,430-89.5% | $158,950-94.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 12.53% | 1725.54%-1713.0pp | 1293.73%-1281.2pp | 302.91%-290.4pp |
| Employer contribution / active EE | $771 | $3,689-79.1% | $3,262-76.4% | $4,762-83.8% |
| Participant deferral / active EE | $1,050 | $4,347-75.8% | $3,963-73.5% | $5,983-82.4% |
| Admin fee / account holder | $2,679 | $6,505-58.8% | $5,613-52.3% | $11,248-76.2% |