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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 | $13,036 | $88,815-85.3% | $81,882-84.1% | $145,897-91.1% |
| Participation rate | 95.5% | 75.1%+20.4pp | 72.4%+23.1pp | 80.3%+15.1pp |
| Annual return | 11.19% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,977 | $3,086-35.9% | $2,916-32.2% | $4,663-57.6% |
| Participant deferral / active EE | $1,363 | $4,647-70.7% | $4,323-68.5% | $6,689-79.6% |
| Admin fee / account holder | $2,448 | $8,434-71.0% | $7,360-66.7% | $13,390-81.7% |