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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 | $17,156 | $73,546-76.7% | $63,018-72.8% | $147,586-88.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 9.08% | 175.56%-166.5pp | 87.62%-78.5pp | 578.59%-569.5pp |
| Employer contribution / active EE | $754 | $3,324-77.3% | $2,761-72.7% | $4,876-84.5% |
| Participant deferral / active EE | $754 | $4,185-82.0% | $3,330-77.4% | $5,439-86.1% |
| Admin fee / account holder | $7,966 | $5,956+33.7% | $3,601+121.2% | $10,886-26.8% |