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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 | $88,710-85.3% | $81,783-84.1% | $145,959-91.1% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.4%+23.1pp | 80.3%+15.2pp |
| Annual return | 11.19% | 1027.26%-1016.1pp | 775.05%-763.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $1,977 | $3,083-35.9% | $2,913-32.1% | $4,661-57.6% |
| Participant deferral / active EE | $1,363 | $4,645-70.6% | $4,320-68.4% | $6,689-79.6% |
| Admin fee / account holder | $2,448 | $8,407-70.9% | $7,380-66.8% | $13,398-81.7% |