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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 | $88,778-85.3% | $81,844-84.1% | $145,884-91.1% |
| Participation rate | 95.5% | 75.1%+20.4pp | 72.4%+23.1pp | 80.3%+15.2pp |
| Annual return | 11.19% | 1033.03%-1021.8pp | 778.87%-767.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,977 | $3,087-36.0% | $2,916-32.2% | $4,662-57.6% |
| Participant deferral / active EE | $1,363 | $4,648-70.7% | $4,323-68.5% | $6,690-79.6% |
| Admin fee / account holder | $2,448 | $8,430-71.0% | $7,355-66.7% | $13,392-81.7% |